Heritage Wealth Advisors
PRSP

Heritage Wealth Advisors’s Perspecta Inc. Common Stock PRSP Stock Holding History

Heritage Wealth Advisors’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
Q1 		– Sell
-5
Closed – – 597
2020
Q4 		$0 Sell
5
-8
-62% -$172 ﹤0.01% 567
2020
Q3 		$253 Buy
+13
New +$274 ﹤0.01% 457

Other funds holding PRSP

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Vanguard Group
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JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
Magnetar Financial
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
UBS O'Connor
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Heritage Wealth Advisors's PRSP Position: Q1 2021 in Review

Heritage Wealth Advisors sold out of Perspecta Inc. Common Stock (PRSP) in Q1 2021, closing a stake of 5 shares.

Heritage Wealth Advisors first reported a position in PRSP in Q3 2020 and held it in 2 quarters. The position peaked at $253 in Q3 2020. 402 funds tracked by Wall St. Rank hold PRSP as of Q1 2021.

  • Heritage Wealth Advisors reported no remaining Perspecta Inc. Common Stock position as of Q1 2021 after selling out during the quarter.
  • Heritage Wealth Advisors sold 5 Perspecta Inc. Common Stock shares in Q1 2021.
  • Heritage Wealth Advisors first reported a position in Perspecta Inc. Common Stock in Q3 2020 and held it in 2 quarters.
  • Heritage Wealth Advisors's Perspecta Inc. Common Stock position peaked at $253 in Q3 2020.
  • 402 funds tracked by Wall St. Rank held Perspecta Inc. Common Stock as of Q1 2021.

Based on Heritage Wealth Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.