AR
PRFT

Advisory Research’s Perficient Inc PRFT Stock Holding History

Advisory Research’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
2024
Q3 		– Sell
-8,531
Closed -$638K – 167
2024
Q2 		$638K Sell
8,531
-8,789
-51% -$561K 0.12% 129
2024
Q1 		$975K Buy
+17,320
New +$1.13M 0.19% 101
2022
Q3 		– Sell
-6,250
Closed -$573K – 411
2022
Q2 		$573K Buy
6,250
+2,146
+52% +$214K 0.06% 212
2022
Q1 		$452K Buy
+4,104
New +$430K 0.04% 256

Other funds holding PRFT

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
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisory Research's PRFT Position: Q3 2024 in Review

Advisory Research sold out of Perficient Inc (PRFT) in Q3 2024, closing a stake of 8,531 shares — an estimated $638K sold.

Advisory Research first reported a position in PRFT in Q1 2022 and held it in 4 quarters. The position peaked at $975K in Q1 2024. 244 funds tracked by Wall St. Rank hold PRFT as of Q3 2024.

  • Advisory Research reported no remaining Perficient Inc position as of Q3 2024 after selling out during the quarter.
  • Advisory Research sold 8,531 Perficient Inc shares in Q3 2024, an estimated $638K.
  • Advisory Research first reported a position in Perficient Inc in Q1 2022 and held it in 4 quarters.
  • Advisory Research's Perficient Inc position peaked at $975K in Q1 2024.
  • 244 funds tracked by Wall St. Rank held Perficient Inc as of Q3 2024.

Based on Advisory Research's 13F filing for Q3 2024, filed 14 Nov 2024.