VitalStone Financial’s Prospect Capital PSEC Stock Holding History

VitalStone Financial’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 Q3	–	Sell	-20	Closed	–	–	585
2023 Q2	$0	Buy	+20	New	+$129	﹤0.01%	1018
2023 Q1	–	Sell	-20	Closed	–	–	474
2022 Q4	$0	Buy	+20	New	+$144	﹤0.01%	569

Other funds holding PSEC

YDMI

Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return

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

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

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

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

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

VitalStone Financial's PSEC Position: Q3 2023 in Review

VitalStone Financial sold out of Prospect Capital (PSEC) in Q3 2023, closing a stake of 20 shares.

VitalStone Financial first reported a position in PSEC in Q4 2022 and held it in 2 quarters. The position peaked at $0 in Q2 2023. 234 funds tracked by Wall St. Rank hold PSEC as of Q3 2023.

VitalStone Financial reported no remaining Prospect Capital position as of Q3 2023 after selling out during the quarter.
VitalStone Financial sold 20 Prospect Capital shares in Q3 2023.
VitalStone Financial first reported a position in Prospect Capital in Q4 2022 and held it in 2 quarters.
VitalStone Financial's Prospect Capital position peaked at $0 in Q2 2023.
234 funds tracked by Wall St. Rank held Prospect Capital as of Q3 2023.

Based on VitalStone Financial's 13F filing for Q3 2023, filed 15 Nov 2023.