TRUE Private Wealth Advisors’s Prospect Capital PSEC Stock Holding History

TRUE Private 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
2021 Q1	–	Sell	-2,924	Closed	-$15K	–	584
2020 Q4	$15K	Hold	2,924	–	–	﹤0.01%	493
2020 Q3	$14K	Hold	2,924	–	–	﹤0.01%	454
2020 Q2	$14K	Hold	2,924	–	–	﹤0.01%	446
2020 Q1	$12K	Hold	2,924	–	–	﹤0.01%	425
2019 Q4	$18K	Buy	+2,924	New	+$19K	﹤0.01%	507
2019 Q3	–	Sell	-2,924	Closed	-$19K	–	595
2019 Q2	$19K	Buy	+2,924	New	+$19.4K	﹤0.01%	464

Other funds holding PSEC

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

TRUE Private Wealth Advisors's PSEC Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Prospect Capital (PSEC) in Q1 2021, closing a stake of 2,924 shares — an estimated $15K sold.

TRUE Private Wealth Advisors first reported a position in PSEC in Q2 2019 and held it in 6 quarters. The position peaked at $19K in Q2 2019. 192 funds tracked by Wall St. Rank hold PSEC as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Prospect Capital position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 2,924 Prospect Capital shares in Q1 2021, an estimated $15K.
TRUE Private Wealth Advisors first reported a position in Prospect Capital in Q2 2019 and held it in 6 quarters.
TRUE Private Wealth Advisors's Prospect Capital position peaked at $19K in Q2 2019.
192 funds tracked by Wall St. Rank held Prospect Capital as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.