Valeo Financial Advisors
PRSP

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

Valeo 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
-115
Closed -$3K – 2099
2021
Q1 		$3K Buy
115
+86
+297% +$2.42K ﹤0.01% 1763
2020
Q4 		$1K Sell
29
-5
-15% -$107 ﹤0.01% 1650
2020
Q3 		$1K Sell
34
-357
-91% -$7.53K ﹤0.01% 1560
2020
Q2 		$9K Sell
391
-31
-7% -$676 ﹤0.01% 1340
2020
Q1 		$8K Buy
422
+8
+2% +$192 ﹤0.01% 1186
2019
Q4 		$11K Buy
414
+362
+696% +$9.64K ﹤0.01% 1098
2019
Q3 		$1K Sell
52
-34
-40% -$832 ﹤0.01% 1526
2019
Q2 		$2K Buy
86
+26
+43% +$584 ﹤0.01% 1450
2019
Q1 		$1K Sell
60
-17
-22% -$342 ﹤0.01% 1519
2018
Q4 		$1K Sell
77
-27
-26% -$598 ﹤0.01% 1443
2018
Q3 		$3K Sell
104
-60
-37% -$1.4K ﹤0.01% 1401
2018
Q2 		$4K Buy
+164
New +$3.67K ﹤0.01% 1222

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

Valeo Financial Advisors's PRSP Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Perspecta Inc. Common Stock (PRSP) in Q2 2021, closing a stake of 115 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in PRSP in Q2 2018 and held it in 12 quarters. The position peaked at $11K in Q4 2019. 2 funds tracked by Wall St. Rank hold PRSP as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Perspecta Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 115 Perspecta Inc. Common Stock shares in Q2 2021, an estimated $3K.
  • Valeo Financial Advisors first reported a position in Perspecta Inc. Common Stock in Q2 2018 and held it in 12 quarters.
  • Valeo Financial Advisors's Perspecta Inc. Common Stock position peaked at $11K in Q4 2019.
  • 2 funds tracked by Wall St. Rank held Perspecta Inc. Common Stock as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.