Sequoia Financial Advisors’s Prospect Capital PSEC Stock Holding History

Sequoia Financial 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	-24,150	Closed	-$129K	–	1404
2024 Q3	$129K	Buy	+24,150	New	+$128K	﹤0.01%	1204
2017 Q4	–	Sell	-25,945	Closed	-$174K	–	318
2017 Q3	$174K	Sell	25,945 -3,240	-11%	-$24.3K	0.02%	273
2017 Q2	$237K	Sell	29,185 -5,396	-16%	-$46.3K	0.03%	238
2017 Q1	$313K	Sell	34,581 -3,987	-10%	-$35.7K	0.04%	194
2016 Q4	$322K	Buy	38,568 +11,088	+40%	+$89K	0.05%	186
2016 Q3	$223K	Sell	27,480 -5,200	-16%	-$42.9K	0.04%	212
2016 Q2	$256K	Buy	+32,680	New	+$246K	0.07%	193

Other funds holding PSEC

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sequoia Financial Advisors's PSEC Position: Q4 2024 in Review

Sequoia Financial Advisors sold out of Prospect Capital (PSEC) in Q4 2024, closing a stake of 24,150 shares — an estimated $129K sold.

Sequoia Financial Advisors first reported a position in PSEC in Q2 2016 and held it in 7 quarters. The position peaked at $322K in Q4 2016. 239 funds tracked by Wall St. Rank hold PSEC as of Q4 2024.

Sequoia Financial Advisors reported no remaining Prospect Capital position as of Q4 2024 after selling out during the quarter.
Sequoia Financial Advisors sold 24,150 Prospect Capital shares in Q4 2024, an estimated $129K.
Sequoia Financial Advisors first reported a position in Prospect Capital in Q2 2016 and held it in 7 quarters.
Sequoia Financial Advisors's Prospect Capital position peaked at $322K in Q4 2016.
239 funds tracked by Wall St. Rank held Prospect Capital as of Q4 2024.

Based on Sequoia Financial Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.