AWAU
PRFT

Alliance Wealth Advisors (Utah)’s Perficient Inc PRFT Stock Holding History

Alliance Wealth Advisors (Utah)’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
Q2 		– Sell
-4,098
Closed -$231K – 247
2024
Q1 		$231K Buy
4,098
+70
+2% +$4.58K 0.07% 220
2023
Q4 		$265K Sell
4,028
-78
-2% -$4.8K 0.09% 208
2023
Q3 		$238K Buy
+4,106
New +$281K 0.09% 203

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Alliance Wealth Advisors (Utah)'s PRFT Position: Q2 2024 in Review

Alliance Wealth Advisors (Utah) sold out of Perficient Inc (PRFT) in Q2 2024, closing a stake of 4,098 shares — an estimated $231K sold.

Alliance Wealth Advisors (Utah) first reported a position in PRFT in Q3 2023 and held it in 3 quarters. The position peaked at $265K in Q4 2023. 257 funds tracked by Wall St. Rank hold PRFT as of Q2 2024.

  • Alliance Wealth Advisors (Utah) reported no remaining Perficient Inc position as of Q2 2024 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 4,098 Perficient Inc shares in Q2 2024, an estimated $231K.
  • Alliance Wealth Advisors (Utah) first reported a position in Perficient Inc in Q3 2023 and held it in 3 quarters.
  • Alliance Wealth Advisors (Utah)'s Perficient Inc position peaked at $265K in Q4 2023.
  • 257 funds tracked by Wall St. Rank held Perficient Inc as of Q2 2024.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2024, filed 2 Aug 2024.