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Wipfli Financial Advisors’s Prospect Capital PSEC Stock Holding History

Wipfli Financial 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
2022
Q3 		$53K Buy
+8,428
New +$63K ﹤0.01% 1048

Other funds holding PSEC

VanEck Associates
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Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

Wipfli Financial Advisors's PSEC Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Prospect Capital (PSEC) in Q3 2022: 8,428 shares worth $53K. The stake represents ﹤0.01% of the portfolio and ranks #1048 among its holdings.

229 funds tracked by Wall St. Rank hold PSEC as of Q3 2022.

  • Wipfli Financial Advisors held 8,428 shares of Prospect Capital worth $53K as of Q3 2022.
  • Prospect Capital was a new Wipfli Financial Advisors position in Q3 2022.
  • Prospect Capital made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1048 holding.
  • 229 funds tracked by Wall St. Rank held Prospect Capital as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.