TWA
PSEC icon

TCI Wealth Advisors’s Prospect Capital PSEC Stock Holding History

TCI 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
-3,883
Closed -$27K – 1716
2023
Q1 		$27K Buy
3,883
+88
+2% +$639 ﹤0.01% 593
2022
Q4 		$26.5K Buy
3,795
+88
+2% +$633 ﹤0.01% 587
2022
Q3 		$23K Buy
3,707
+307
+9% +$2.29K ﹤0.01% 604
2022
Q2 		$24K Buy
3,400
+79
+2% +$607 ﹤0.01% 585
2022
Q1 		$27K Buy
3,321
+70
+2% +$583 ﹤0.01% 576
2021
Q4 		$27K Buy
3,251
+68
+2% +$572 ﹤0.01% 578
2021
Q3 		$25K Sell
3,183
-43
-1% -$347 ﹤0.01% 600
2021
Q2 		$27K Buy
3,226
+179
+6% +$1.5K ﹤0.01% 537
2021
Q1 		$23K Buy
+3,047
New +$21K 0.01% 539
2016
Q4 		– Sell
-312
Closed -$3K – 1437
2016
Q3 		$3K Buy
+312
New +$2.58K ﹤0.01% 887
2014
Q3 		– Sell
-5,870
Closed -$62K – 909
2014
Q2 		$62K Buy
5,870
+470
+9% +$4.89K 0.04% 227
2014
Q1 		$58K Hold
5,400
– – 0.04% 222
2013
Q4 		$61K Buy
5,400
+3,600
+200% +$40.5K 0.04% 223
2013
Q3 		$20K Buy
+1,800
New +$20K 0.02% 297

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

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

TCI Wealth Advisors sold out of Prospect Capital (PSEC) in Q2 2023, closing a stake of 3,883 shares — an estimated $27K sold.

TCI Wealth Advisors first reported a position in PSEC in Q3 2013 and held it in 14 quarters. The position peaked at $62K in Q2 2014. 234 funds tracked by Wall St. Rank hold PSEC as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Prospect Capital position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 3,883 Prospect Capital shares in Q2 2023, an estimated $27K.
  • TCI Wealth Advisors first reported a position in Prospect Capital in Q3 2013 and held it in 14 quarters.
  • TCI Wealth Advisors's Prospect Capital position peaked at $62K in Q2 2014.
  • 234 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.