ACG Wealth’s Perficient Inc PRFT Stock Holding History

ACG Wealth’s Portfolio PRFT Stock Details PRFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-430	Closed	-$39K	–	1065
2022 Q2	$39K	Buy	+430	New	+$42.8K	0.01%	472

Other funds holding PRFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

ACG Wealth's PRFT Position: Q3 2022 in Review

ACG Wealth sold out of Perficient Inc (PRFT) in Q3 2022, closing a stake of 430 shares — an estimated $39K sold.

ACG Wealth first reported a position in PRFT in Q2 2022 and held it in 1 quarter. The position peaked at $39K in Q2 2022. 271 funds tracked by Wall St. Rank hold PRFT as of Q3 2022.

ACG Wealth reported no remaining Perficient Inc position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 430 Perficient Inc shares in Q3 2022, an estimated $39K.
ACG Wealth first reported a position in Perficient Inc in Q2 2022 and held it in 1 quarter.
ACG Wealth's Perficient Inc position peaked at $39K in Q2 2022.
271 funds tracked by Wall St. Rank held Perficient Inc as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.