AFG
PRFT

Albion Financial Group’s Perficient Inc PRFT Stock Holding History

Albion Financial Group’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
2023
Q1 		– Sell
-40
Closed -$2.79K – 491
2022
Q4 		$2.79K Buy
+40
New +$2.76K ﹤0.01% 370

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Albion Financial Group's PRFT Position: Q1 2023 in Review

Albion Financial Group sold out of Perficient Inc (PRFT) in Q1 2023, closing a stake of 40 shares — an estimated $2.79K sold.

Albion Financial Group first reported a position in PRFT in Q4 2022 and held it in 1 quarter. The position peaked at $2.79K in Q4 2022. 270 funds tracked by Wall St. Rank hold PRFT as of Q1 2023.

  • Albion Financial Group reported no remaining Perficient Inc position as of Q1 2023 after selling out during the quarter.
  • Albion Financial Group sold 40 Perficient Inc shares in Q1 2023, an estimated $2.79K.
  • Albion Financial Group first reported a position in Perficient Inc in Q4 2022 and held it in 1 quarter.
  • Albion Financial Group's Perficient Inc position peaked at $2.79K in Q4 2022.
  • 270 funds tracked by Wall St. Rank held Perficient Inc as of Q1 2023.

Based on Albion Financial Group's 13F filing for Q1 2023, filed 18 Apr 2023.