YWP
PRSP

YorkBridge Wealth Partners’s Perspecta Inc. Common Stock PRSP Stock Holding History

YorkBridge Wealth Partners’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
2019
Q3 		– Sell
-417
Closed -$10K – 725
2019
Q2 		$10K Hold
417
– – ﹤0.01% 569
2019
Q1 		$8K Hold
417
– – ﹤0.01% 621
2018
Q4 		$7K Hold
417
– – ﹤0.01% 609
2018
Q3 		$11K Hold
417
– – 0.01% 598
2018
Q2 		$9K Buy
+417
New +$9.34K ﹤0.01% 632

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
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

YorkBridge Wealth Partners's PRSP Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Perspecta Inc. Common Stock (PRSP) in Q3 2019, closing a stake of 417 shares — an estimated $10K sold.

YorkBridge Wealth Partners first reported a position in PRSP in Q2 2018 and held it in 5 quarters. The position peaked at $11K in Q3 2018. 424 funds tracked by Wall St. Rank hold PRSP as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining Perspecta Inc. Common Stock position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 417 Perspecta Inc. Common Stock shares in Q3 2019, an estimated $10K.
  • YorkBridge Wealth Partners first reported a position in Perspecta Inc. Common Stock in Q2 2018 and held it in 5 quarters.
  • YorkBridge Wealth Partners's Perspecta Inc. Common Stock position peaked at $11K in Q3 2018.
  • 424 funds tracked by Wall St. Rank held Perspecta Inc. Common Stock as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.