SWM
PRSP

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

Sugarloaf 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
2021
Q2 		– Sell
-39
Closed -$1K – 799
2021
Q1 		$1K Hold
39
– – ﹤0.01% 737
2020
Q4 		$1K Hold
39
– – ﹤0.01% 706
2020
Q3 		$1K Hold
39
– – ﹤0.01% 660
2020
Q2 		$1K Hold
39
– – ﹤0.01% 664
2020
Q1 		$1K Hold
39
– – ﹤0.01% 672
2019
Q4 		$1K Buy
+39
New +$1.04K ﹤0.01% 687

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 $842M AUM 17.25% 1-Year Est. Return

Sugarloaf Wealth Management's PRSP Position: Q2 2021 in Review

Sugarloaf Wealth Management sold out of Perspecta Inc. Common Stock (PRSP) in Q2 2021, closing a stake of 39 shares — an estimated $1K sold.

Sugarloaf Wealth Management first reported a position in PRSP in Q4 2019 and held it in 6 quarters. The position peaked at $1K in Q1 2021. 2 funds tracked by Wall St. Rank hold PRSP as of Q2 2021.

  • Sugarloaf Wealth Management reported no remaining Perspecta Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 39 Perspecta Inc. Common Stock shares in Q2 2021, an estimated $1K.
  • Sugarloaf Wealth Management first reported a position in Perspecta Inc. Common Stock in Q4 2019 and held it in 6 quarters.
  • Sugarloaf Wealth Management's Perspecta Inc. Common Stock position peaked at $1K in Q1 2021.
  • 2 funds tracked by Wall St. Rank held Perspecta Inc. Common Stock as of Q2 2021.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2021, filed 20 Jul 2021.