Creative Planning
PRSP

Creative Planning’s Perspecta Inc. Common Stock PRSP Stock Holding History

Creative Planning’s Portfolio PRSP Stock Details PRSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-7,763
Closed -$226K – 2754
2021
Q1 		$226K Buy
+7,763
New +$219K ﹤0.01% 2000

Other funds holding PRSP

KC
Kellner Capital New York $55.5M AUM 88.05% 1-Year Est. Return
EBSAM
Eubel Brady & Suttman Asset Management Miamisburg, Ohio $842M AUM 17.25% 1-Year Est. Return

Creative Planning's PRSP Position: Q2 2021 in Review

Creative Planning sold out of Perspecta Inc. Common Stock (PRSP) in Q2 2021, closing a stake of 7,763 shares — an estimated $226K sold.

Creative Planning first reported a position in PRSP in Q1 2021 and held it in 1 quarter. The position peaked at $226K in Q1 2021. 2 funds tracked by Wall St. Rank hold PRSP as of Q2 2021.

  • Creative Planning reported no remaining Perspecta Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
  • Creative Planning sold 7,763 Perspecta Inc. Common Stock shares in Q2 2021, an estimated $226K.
  • Creative Planning first reported a position in Perspecta Inc. Common Stock in Q1 2021 and held it in 1 quarter.
  • Creative Planning's Perspecta Inc. Common Stock position peaked at $226K in Q1 2021.
  • 2 funds tracked by Wall St. Rank held Perspecta Inc. Common Stock as of Q2 2021.

Based on Creative Planning's 13F filing for Q2 2021, filed 4 Aug 2021.