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SOA Wealth Advisors’s Prospect Capital PSEC Stock Holding History

SOA Wealth 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
Q2 		– Sell
-2
Closed -$14 – 968
2023
Q1 		$14 Hold
2
– – ﹤0.01% 962
2022
Q4 		$14 Hold
2
– – ﹤0.01% 968
2022
Q3 		$0 Hold
2
– – ﹤0.01% 954
2022
Q2 		$0 Hold
2
– – ﹤0.01% 983
2022
Q1 		$0 Hold
2
– – ﹤0.01% 986
2021
Q4 		$0 Hold
2
– – ﹤0.01% 963
2021
Q3 		$0 Buy
+2
New +$16 ﹤0.01% 972

Other funds holding PSEC

YDMI
Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

SOA Wealth Advisors's PSEC Position: Q2 2023 in Review

SOA Wealth Advisors sold out of Prospect Capital (PSEC) in Q2 2023, closing a stake of 2 shares — an estimated $14 sold.

SOA Wealth Advisors first reported a position in PSEC in Q3 2021 and held it in 7 quarters. The position peaked at $14 in Q1 2023. 234 funds tracked by Wall St. Rank hold PSEC as of Q2 2023.

  • SOA Wealth Advisors reported no remaining Prospect Capital position as of Q2 2023 after selling out during the quarter.
  • SOA Wealth Advisors sold 2 Prospect Capital shares in Q2 2023, an estimated $14.
  • SOA Wealth Advisors first reported a position in Prospect Capital in Q3 2021 and held it in 7 quarters.
  • SOA Wealth Advisors's Prospect Capital position peaked at $14 in Q1 2023.
  • 234 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2023.

Based on SOA Wealth Advisors's 13F filing for Q2 2023, filed 7 Jul 2023.