Selective Wealth Management’s Prospect Capital PSEC Stock Holding History

Selective Wealth Management’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
2022 Q4	–	Sell	-17,433	Closed	-$108K	–	575
2022 Q3	$108K	Sell	17,433 -6,414	-27%	-$47.9K	0.05%	198
2022 Q2	$167K	Buy	23,847 +2,640	+12%	+$20.3K	0.06%	161
2022 Q1	$176K	Buy	21,207 +18,210	+608%	+$152K	0.06%	148
2021 Q4	$25K	Buy	+2,997	New	+$25.2K	0.01%	382
2021 Q3	–	Sell	-2,997	Closed	-$25K	–	611
2021 Q2	$25K	Hold	2,997	–	–	0.02%	258
2021 Q1	$23K	Hold	2,997	–	–	0.02%	185
2020 Q4	$16K	Sell	2,997 -3	-0.1%	-$16	0.01%	205
2020 Q3	$15K	Hold	3,000	–	–	0.01%	177
2020 Q2	$15K	Hold	3,000	–	–	0.01%	206
2020 Q1	$13K	Hold	3,000	–	–	0.02%	139
2019 Q4	$19K	Hold	3,000	–	–	0.02%	126
2019 Q3	$20K	Buy	+3,000	New	+$19.8K	0.03%	123
2018 Q3	$15K	Buy	+2,000	New	+$14.1K	0.18%	68

Other funds holding PSEC

YDMI

Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Selective Wealth Management's PSEC Position: Q4 2022 in Review

Selective Wealth Management sold out of Prospect Capital (PSEC) in Q4 2022, closing a stake of 17,433 shares — an estimated $108K sold.

Selective Wealth Management first reported a position in PSEC in Q3 2018 and held it in 13 quarters. The position peaked at $176K in Q1 2022. 246 funds tracked by Wall St. Rank hold PSEC as of Q4 2022.

Selective Wealth Management reported no remaining Prospect Capital position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 17,433 Prospect Capital shares in Q4 2022, an estimated $108K.
Selective Wealth Management first reported a position in Prospect Capital in Q3 2018 and held it in 13 quarters.
Selective Wealth Management's Prospect Capital position peaked at $176K in Q1 2022.
246 funds tracked by Wall St. Rank held Prospect Capital as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.