PMFA
PRSP

Plante Moran Financial Advisors’s Perspecta Inc. Common Stock PRSP Stock Holding History

Plante Moran Financial 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
Q2 		– Sell
-45
Closed -$1K – 1139
2021
Q1 		$1K Hold
45
– – ﹤0.01% 989
2020
Q4 		$1K Sell
45
-22
-33% -$472 ﹤0.01% 870
2020
Q3 		$1K Hold
67
– – ﹤0.01% 830
2020
Q2 		$2K Hold
67
– – ﹤0.01% 687
2020
Q1 		$1K Hold
67
– – ﹤0.01% 717
2019
Q4 		$2K Hold
67
– – ﹤0.01% 709
2019
Q3 		$2K Hold
67
– – ﹤0.01% 808
2019
Q2 		$2K Hold
67
– – ﹤0.01% 748
2019
Q1 		$1K Sell
67
-71
-51% -$1.43K ﹤0.01% 755
2018
Q4 		$2K Buy
138
+71
+106% +$1.57K ﹤0.01% 765
2018
Q3 		$2K Buy
67
+22
+49% +$513 ﹤0.01% 718
2018
Q2 		$1K Buy
+45
New +$1.01K ﹤0.01% 794

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 $845M AUM 12.93% 1-Year Est. Return

Plante Moran Financial Advisors's PRSP Position: Q2 2021 in Review

Plante Moran Financial Advisors sold out of Perspecta Inc. Common Stock (PRSP) in Q2 2021, closing a stake of 45 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in PRSP in Q2 2018 and held it in 12 quarters. The position peaked at $2K in Q2 2020. 2 funds tracked by Wall St. Rank hold PRSP as of Q2 2021.

  • Plante Moran Financial Advisors reported no remaining Perspecta Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 45 Perspecta Inc. Common Stock shares in Q2 2021, an estimated $1K.
  • Plante Moran Financial Advisors first reported a position in Perspecta Inc. Common Stock in Q2 2018 and held it in 12 quarters.
  • Plante Moran Financial Advisors's Perspecta Inc. Common Stock position peaked at $2K in Q2 2020.
  • 2 funds tracked by Wall St. Rank held Perspecta Inc. Common Stock as of Q2 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.