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Thrive Wealth Management’s Prospect Capital PSEC Stock Holding History

Thrive 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
2024
Q4 		– Sell
-52,428
Closed -$280K – 220
2024
Q3 		$280K Buy
52,428
+155
+0.3% +$822 0.05% 173
2024
Q2 		$289K Buy
52,273
+144
+0.3% +$791 0.06% 163
2024
Q1 		$288K Buy
52,129
+136
+0.3% +$783 0.06% 163
2023
Q4 		$311K Buy
51,993
+127
+0.2% +$731 0.07% 141
2023
Q3 		$314K Buy
51,866
+118
+0.2% +$736 0.08% 127
2023
Q2 		$321K Buy
51,748
+110
+0.2% +$707 0.08% 127
2023
Q1 		$359K Buy
51,638
+95
+0.2% +$690 0.09% 122
2022
Q4 		$360K Buy
51,543
+94
+0.2% +$676 0.1% 114
2022
Q3 		$319K Buy
51,449
+88
+0.2% +$657 0.11% 111
2022
Q2 		$359K Buy
51,361
+85
+0.2% +$653 0.13% 102
2022
Q1 		$425K Buy
51,276
+72
+0.1% +$599 0.13% 98
2021
Q4 		$431K Buy
+51,204
New +$431K 0.15% 91

Other funds holding PSEC

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
Balyasny Asset Management
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Thrive Wealth Management's PSEC Position: Q4 2024 in Review

Thrive Wealth Management sold out of Prospect Capital (PSEC) in Q4 2024, closing a stake of 52,428 shares — an estimated $280K sold.

Thrive Wealth Management first reported a position in PSEC in Q4 2021 and held it in 12 quarters. The position peaked at $431K in Q4 2021. 239 funds tracked by Wall St. Rank hold PSEC as of Q4 2024.

  • Thrive Wealth Management reported no remaining Prospect Capital position as of Q4 2024 after selling out during the quarter.
  • Thrive Wealth Management sold 52,428 Prospect Capital shares in Q4 2024, an estimated $280K.
  • Thrive Wealth Management first reported a position in Prospect Capital in Q4 2021 and held it in 12 quarters.
  • Thrive Wealth Management's Prospect Capital position peaked at $431K in Q4 2021.
  • 239 funds tracked by Wall St. Rank held Prospect Capital as of Q4 2024.

Based on Thrive Wealth Management's 13F filing for Q4 2024, filed 16 Jan 2025.