RA
PSEC icon

Rise Advisors’s Prospect Capital PSEC Stock Holding History

Rise Advisors’s Portfolio PSEC Stock Details PSEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-410
Closed -$2.19K – 1189
2024
Q3 		$2.19K Buy
410
+14
+4% +$74 ﹤0.01% 1126
2024
Q2 		$2.19K Buy
396
+13
+3% +$71 ﹤0.01% 1119
2024
Q1 		$2.11K Buy
383
+13
+4% +$75 ﹤0.01% 1138
2023
Q4 		$2.22K Buy
370
+11
+3% +$63 ﹤0.01% 456
2023
Q3 		$2.17K Buy
359
+11
+3% +$69 ﹤0.01% 457
2023
Q2 		$2.16K Buy
348
+10
+3% +$64 ﹤0.01% 507
2023
Q1 		$2.35K Buy
338
+9
+3% +$65 ﹤0.01% 554
2022
Q4 		$2.3K Buy
329
+8
+2% +$58 ﹤0.01% 550
2022
Q3 		$2K Buy
321
+8
+3% +$60 ﹤0.01% 565
2022
Q2 		$2K Buy
313
+8
+3% +$61 ﹤0.01% 577
2022
Q1 		$3K Sell
305
-94
-24% -$783 ﹤0.01% 499
2021
Q4 		$2.51K Buy
+399
New +$3.36K ﹤0.01% 503

Other funds holding PSEC

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Rise Advisors's PSEC Position: Q4 2024 in Review

Rise Advisors sold out of Prospect Capital (PSEC) in Q4 2024, closing a stake of 410 shares — an estimated $2.19K sold.

Rise Advisors first reported a position in PSEC in Q4 2021 and held it in 12 quarters. The position peaked at $3K in Q1 2022. 239 funds tracked by Wall St. Rank hold PSEC as of Q4 2024.

  • Rise Advisors reported no remaining Prospect Capital position as of Q4 2024 after selling out during the quarter.
  • Rise Advisors sold 410 Prospect Capital shares in Q4 2024, an estimated $2.19K.
  • Rise Advisors first reported a position in Prospect Capital in Q4 2021 and held it in 12 quarters.
  • Rise Advisors's Prospect Capital position peaked at $3K in Q1 2022.
  • 239 funds tracked by Wall St. Rank held Prospect Capital as of Q4 2024.

Based on Rise Advisors's 13F filing for Q4 2024, filed 7 Jan 2025.