AWM
PRFT

Alterna Wealth Management’s Perficient Inc PRFT Stock Holding History

Alterna 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
2023
Q2 		– Sell
-2,816
Closed -$203K – 130
2023
Q1 		$203K Sell
2,816
-120
-4% -$8.76K 0.25% 97
2022
Q4 		$205K Buy
+2,936
New +$202K 0.23% 89
2022
Q2 		– Sell
-2,395
Closed -$264K – 136
2022
Q1 		$264K Buy
+2,395
New +$251K 0.22% 74

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 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

Alterna Wealth Management's PRFT Position: Q2 2023 in Review

Alterna Wealth Management sold out of Perficient Inc (PRFT) in Q2 2023, closing a stake of 2,816 shares — an estimated $203K sold.

Alterna Wealth Management first reported a position in PRFT in Q1 2022 and held it in 3 quarters. The position peaked at $264K in Q1 2022. 247 funds tracked by Wall St. Rank hold PRFT as of Q2 2023.

  • Alterna Wealth Management reported no remaining Perficient Inc position as of Q2 2023 after selling out during the quarter.
  • Alterna Wealth Management sold 2,816 Perficient Inc shares in Q2 2023, an estimated $203K.
  • Alterna Wealth Management first reported a position in Perficient Inc in Q1 2022 and held it in 3 quarters.
  • Alterna Wealth Management's Perficient Inc position peaked at $264K in Q1 2022.
  • 247 funds tracked by Wall St. Rank held Perficient Inc as of Q2 2023.

Based on Alterna Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.