PWPS
PRSP

Pinnacle Wealth Planning Services’s Perspecta Inc. Common Stock PRSP Stock Holding History

Pinnacle Wealth Planning Services’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
-47
Closed -$1K – 2274
2020
Q4 		$1K Buy
+47
New +$1.01K ﹤0.01% 2237

Other funds holding PRSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 190.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.6B AUM 13.27% 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

Pinnacle Wealth Planning Services's PRSP Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Perspecta Inc. Common Stock (PRSP) in Q1 2021, closing a stake of 47 shares — an estimated $1K sold.

Pinnacle Wealth Planning Services first reported a position in PRSP in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 402 funds tracked by Wall St. Rank hold PRSP as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Perspecta Inc. Common Stock position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 47 Perspecta Inc. Common Stock shares in Q1 2021, an estimated $1K.
  • Pinnacle Wealth Planning Services first reported a position in Perspecta Inc. Common Stock in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Perspecta Inc. Common Stock position peaked at $1K in Q4 2020.
  • 402 funds tracked by Wall St. Rank held Perspecta Inc. Common Stock as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.