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SFI Advisors’s Prospect Capital PSEC Stock Holding History

SFI 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
2023
Q4 		– Sell
-11,820
Closed -$71.5K – 102
2023
Q3 		$71.5K Hold
11,820
– – 0.07% 79
2023
Q2 		$73.3K Hold
11,820
– – 0.07% 73
2023
Q1 		$82.3K Hold
11,820
– – 0.08% 73
2022
Q4 		$82.6K Hold
11,820
– – 0.09% 79
2022
Q3 		$73K Hold
11,820
– – 0.08% 65
2022
Q2 		$82K Hold
11,820
– – 0.09% 60
2022
Q1 		$97 Hold
11,820
– – 0.06% 62
2021
Q4 		$103K Buy
+11,820
New +$99.5K 0.09% 62

Other funds holding PSEC

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
YDMI
Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SFI Advisors's PSEC Position: Q4 2023 in Review

SFI Advisors sold out of Prospect Capital (PSEC) in Q4 2023, closing a stake of 11,820 shares — an estimated $71.5K sold.

SFI Advisors first reported a position in PSEC in Q4 2021 and held it in 8 quarters. The position peaked at $103K in Q4 2021. 244 funds tracked by Wall St. Rank hold PSEC as of Q4 2023.

  • SFI Advisors reported no remaining Prospect Capital position as of Q4 2023 after selling out during the quarter.
  • SFI Advisors sold 11,820 Prospect Capital shares in Q4 2023, an estimated $71.5K.
  • SFI Advisors first reported a position in Prospect Capital in Q4 2021 and held it in 8 quarters.
  • SFI Advisors's Prospect Capital position peaked at $103K in Q4 2021.
  • 244 funds tracked by Wall St. Rank held Prospect Capital as of Q4 2023.

Based on SFI Advisors's 13F filing for Q4 2023, filed 30 Jan 2024.