LPWM
PRSP

Lake Point Wealth Management’s Perspecta Inc. Common Stock PRSP Stock Holding History

Lake Point Wealth Management’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
2020
Q1 		$2K Hold
100
– – ﹤0.01% 288
2019
Q4 		$3K Buy
+100
New +$2.66K ﹤0.01% 449
2019
Q2 		$3K Hold
149
– – ﹤0.01% 498
2019
Q1 		$3K Sell
149
-209
-58% -$4.2K ﹤0.01% 498
2018
Q4 		$6K Buy
+358
New +$7.93K ﹤0.01% 538

Other funds holding PRSP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
Maverick Capital
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
Eagle Asset Management
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lake Point Wealth Management's PRSP Position: Q1 2020 in Review

Lake Point Wealth Management held its Perspecta Inc. Common Stock (PRSP) position steady in Q1 2020 at 100 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #288.

Lake Point Wealth Management first reported a position in PRSP in Q4 2018 and has held it in 5 quarters since. The position peaked at $6K in Q4 2018. 396 funds tracked by Wall St. Rank hold PRSP as of Q1 2020.

  • Lake Point Wealth Management held 100 shares of Perspecta Inc. Common Stock worth $2K as of Q1 2020.
  • Lake Point Wealth Management left its Perspecta Inc. Common Stock share count unchanged in Q1 2020.
  • Perspecta Inc. Common Stock made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #288 holding.
  • Lake Point Wealth Management first reported a position in Perspecta Inc. Common Stock in Q4 2018 and has held it in 5 quarters since.
  • Lake Point Wealth Management's Perspecta Inc. Common Stock position peaked at $6K in Q4 2018.
  • 396 funds tracked by Wall St. Rank held Perspecta Inc. Common Stock as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.