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Sage Mountain Advisors’s Prospect Capital PSEC Stock Holding History

Sage Mountain 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
Q2 		– Sell
-25,948
Closed -$143K – 436
2024
Q1 		$143K Buy
+25,948
New +$149K 0.01% 333

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Legal & General Group
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Invesco
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Sage Mountain Advisors's PSEC Position: Q2 2024 in Review

Sage Mountain Advisors sold out of Prospect Capital (PSEC) in Q2 2024, closing a stake of 25,948 shares — an estimated $143K sold.

Sage Mountain Advisors first reported a position in PSEC in Q1 2024 and held it in 1 quarter. The position peaked at $143K in Q1 2024. 230 funds tracked by Wall St. Rank hold PSEC as of Q2 2024.

  • Sage Mountain Advisors reported no remaining Prospect Capital position as of Q2 2024 after selling out during the quarter.
  • Sage Mountain Advisors sold 25,948 Prospect Capital shares in Q2 2024, an estimated $143K.
  • Sage Mountain Advisors first reported a position in Prospect Capital in Q1 2024 and held it in 1 quarter.
  • Sage Mountain Advisors's Prospect Capital position peaked at $143K in Q1 2024.
  • 230 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2024.

Based on Sage Mountain Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.