Allworth Financial’s Perficient Inc PRFT Stock Holding History

Allworth Financial’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 Q4	–	Sell	-53	Closed	-$4K	–	4093
2024 Q3	$4K	Buy	53 +6	+13%	+$451	﹤0.01%	2668
2024 Q2	$3.52K	Sell	47 -17	-27%	-$1.09K	﹤0.01%	2672
2024 Q1	$3.6K	Buy	64 +29	+83%	+$1.9K	﹤0.01%	2552
2023 Q4	$2.3K	Buy	35 +24	+218%	+$1.48K	﹤0.01%	2621
2023 Q3	$637	Sell	11 -16	-59%	-$1.1K	﹤0.01%	2984
2023 Q2	$2.25K	Sell	27 -181	-87%	-$13.3K	﹤0.01%	2433
2023 Q1	$15K	Buy	208 +18	+9%	+$1.31K	﹤0.01%	1620
2022 Q4	$13.3K	Buy	+190	New	+$13.1K	﹤0.01%	1591
2022 Q3	–	Sell	-7	Closed	-$1K	–	3187
2022 Q2	$1K	Buy	+7	New	+$696	﹤0.01%	2312

Other funds holding PRFT

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Allworth Financial's PRFT Position: Q4 2024 in Review

Allworth Financial sold out of Perficient Inc (PRFT) in Q4 2024, closing a stake of 53 shares — an estimated $4K sold.

Allworth Financial first reported a position in PRFT in Q2 2022 and held it in 9 quarters. The position peaked at $15K in Q1 2023. 1 fund tracked by Wall St. Rank holds PRFT as of Q4 2024.

Allworth Financial reported no remaining Perficient Inc position as of Q4 2024 after selling out during the quarter.
Allworth Financial sold 53 Perficient Inc shares in Q4 2024, an estimated $4K.
Allworth Financial first reported a position in Perficient Inc in Q2 2022 and held it in 9 quarters.
Allworth Financial's Perficient Inc position peaked at $15K in Q1 2023.
1 fund tracked by Wall St. Rank held Perficient Inc as of Q4 2024.

Based on Allworth Financial's 13F filing for Q4 2024, filed 30 Jan 2025.