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Wealth Management Solutions’s Prospect Capital PSEC Stock Holding History

Wealth Management Solutions’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
-55,329
Closed -$385K – 90
2023
Q1 		$385K Buy
55,329
+1,403
+3% +$10.2K 0.22% 53
2022
Q4 		$377K Buy
53,926
+1,397
+3% +$10K 0.2% 59
2022
Q3 		$326K Buy
52,529
+1,296
+3% +$9.68K 0.19% 55
2022
Q2 		$358K Buy
51,233
+1,264
+3% +$9.71K 0.2% 55
2022
Q1 		$414K Buy
49,969
+7,941
+19% +$66.1K 0.22% 64
2021
Q4 		$353K Buy
+42,028
New +$354K 0.18% 78

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Morgan Stanley
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LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BlackRock
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XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $44.6B AUM 28.94% 1-Year Est. Return

Wealth Management Solutions's PSEC Position: Q2 2023 in Review

Wealth Management Solutions sold out of Prospect Capital (PSEC) in Q2 2023, closing a stake of 55,329 shares — an estimated $385K sold.

Wealth Management Solutions first reported a position in PSEC in Q4 2021 and held it in 6 quarters. The position peaked at $414K in Q1 2022. 234 funds tracked by Wall St. Rank hold PSEC as of Q2 2023.

  • Wealth Management Solutions reported no remaining Prospect Capital position as of Q2 2023 after selling out during the quarter.
  • Wealth Management Solutions sold 55,329 Prospect Capital shares in Q2 2023, an estimated $385K.
  • Wealth Management Solutions first reported a position in Prospect Capital in Q4 2021 and held it in 6 quarters.
  • Wealth Management Solutions's Prospect Capital position peaked at $414K in Q1 2022.
  • 234 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2023.

Based on Wealth Management Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.