LWCFA
PRSP

Loring Wolcott & Coolidge Fiduciary Advisors’s Perspecta Inc. Common Stock PRSP Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
-277
Closed -$7K – 772
2020
Q4 		$7K Buy
+277
New +$5.95K ﹤0.01% 656
2019
Q1 		– Sell
-51
Closed – – 782
2018
Q4 		$0 Sell
51
-51
-50% -$1.13K ﹤0.01% 739
2018
Q3 		$3K Buy
102
+17
+20% +$397 ﹤0.01% 590
2018
Q2 		$2K Buy
+85
New +$1.9K ﹤0.01% 631

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
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's PRSP Position: Q1 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Perspecta Inc. Common Stock (PRSP) in Q1 2021, closing a stake of 277 shares — an estimated $7K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PRSP in Q2 2018 and held it in 4 quarters. The position peaked at $7K in Q4 2020. 402 funds tracked by Wall St. Rank hold PRSP as of Q1 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Perspecta Inc. Common Stock position as of Q1 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 277 Perspecta Inc. Common Stock shares in Q1 2021, an estimated $7K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Perspecta Inc. Common Stock in Q2 2018 and held it in 4 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Perspecta Inc. Common Stock position peaked at $7K in Q4 2020.
  • 402 funds tracked by Wall St. Rank held Perspecta Inc. Common Stock as of Q1 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2021, filed 14 Apr 2021.