WFA of San Diego’s Prospect Capital PSEC Stock Holding History

WFA of San Diego’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 Q1	–	Sell	-6,500	Closed	-$45.4K	–	332
2022 Q4	$45.4K	Buy	+6,500	New	+$46.7K	0.03%	200

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

WFA of San Diego's PSEC Position: Q1 2023 in Review

WFA of San Diego sold out of Prospect Capital (PSEC) in Q1 2023, closing a stake of 6,500 shares — an estimated $45.4K sold.

WFA of San Diego first reported a position in PSEC in Q4 2022 and held it in 1 quarter. The position peaked at $45.4K in Q4 2022. 250 funds tracked by Wall St. Rank hold PSEC as of Q1 2023.

WFA of San Diego reported no remaining Prospect Capital position as of Q1 2023 after selling out during the quarter.
WFA of San Diego sold 6,500 Prospect Capital shares in Q1 2023, an estimated $45.4K.
WFA of San Diego first reported a position in Prospect Capital in Q4 2022 and held it in 1 quarter.
WFA of San Diego's Prospect Capital position peaked at $45.4K in Q4 2022.
250 funds tracked by Wall St. Rank held Prospect Capital as of Q1 2023.

Based on WFA of San Diego's 13F filing for Q1 2023, filed 17 Apr 2023.