AWM
PRFT

AE Wealth Management’s Perficient Inc PRFT Stock Holding History

AE Wealth Management’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
Q1 		– Sell
-5,654
Closed -$731K – 1831
2021
Q4 		$731K Buy
+5,654
New +$744K 0.01% 1087

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AE Wealth Management's PRFT Position: Q1 2022 in Review

AE Wealth Management sold out of Perficient Inc (PRFT) in Q1 2022, closing a stake of 5,654 shares — an estimated $731K sold.

AE Wealth Management first reported a position in PRFT in Q4 2021 and held it in 1 quarter. The position peaked at $731K in Q4 2021. 314 funds tracked by Wall St. Rank hold PRFT as of Q1 2022.

  • AE Wealth Management reported no remaining Perficient Inc position as of Q1 2022 after selling out during the quarter.
  • AE Wealth Management sold 5,654 Perficient Inc shares in Q1 2022, an estimated $731K.
  • AE Wealth Management first reported a position in Perficient Inc in Q4 2021 and held it in 1 quarter.
  • AE Wealth Management's Perficient Inc position peaked at $731K in Q4 2021.
  • 314 funds tracked by Wall St. Rank held Perficient Inc as of Q1 2022.

Based on AE Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.