AWA
PRFT

ARQ Wealth Advisors’s Perficient Inc PRFT Stock Holding History

ARQ Wealth Advisors’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
Q3 		– Sell
-25,500
Closed -$1.91M – 96
2024
Q2 		$1.91M Hold
25,500
– – 0.83% 31
2024
Q1 		$1.44M Sell
25,500
-1,400
-5% -$91.6K 0.62% 34
2023
Q4 		$1.77M Hold
26,900
– – 1.05% 24
2023
Q3 		$1.56M Sell
26,900
-1,000
-4% -$68.5K 1.17% 23
2023
Q2 		$2.32M Hold
27,900
– – 1.51% 20
2023
Q1 		$2.01M Hold
27,900
– – 1.48% 22
2022
Q4 		$1.95M Hold
27,900
– – 1.27% 23
2022
Q3 		$1.81M Hold
27,900
– – 1.4% 23
2022
Q2 		$2.56M Hold
27,900
– – 1.83% 19
2022
Q1 		$3.07M Hold
27,900
– – 2.07% 17
2021
Q4 		$3.61M Sell
27,900
-4,535
-14% -$597K 2.56% 15
2021
Q3 		$3.75M Sell
32,435
-5,500
-14% -$566K 2.41% 16
2021
Q2 		$3.05M Buy
37,935
+29,445
+347% +$2.08M 1.96% 17
2021
Q1 		$499K Sell
8,490
-3,000
-26% -$170K 0.32% 34
2020
Q4 		$547K Sell
11,490
-5,000
-30% -$227K 0.34% 33
2020
Q3 		$705K Buy
+16,490
New +$664K 0.68% 25

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
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 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
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 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

ARQ Wealth Advisors's PRFT Position: Q3 2024 in Review

ARQ Wealth Advisors sold out of Perficient Inc (PRFT) in Q3 2024, closing a stake of 25,500 shares — an estimated $1.91M sold.

ARQ Wealth Advisors first reported a position in PRFT in Q3 2020 and held it in 16 quarters. The position peaked at $3.75M in Q3 2021. 244 funds tracked by Wall St. Rank hold PRFT as of Q3 2024.

  • ARQ Wealth Advisors reported no remaining Perficient Inc position as of Q3 2024 after selling out during the quarter.
  • ARQ Wealth Advisors sold 25,500 Perficient Inc shares in Q3 2024, an estimated $1.91M.
  • ARQ Wealth Advisors first reported a position in Perficient Inc in Q3 2020 and held it in 16 quarters.
  • ARQ Wealth Advisors's Perficient Inc position peaked at $3.75M in Q3 2021.
  • 244 funds tracked by Wall St. Rank held Perficient Inc as of Q3 2024.

Based on ARQ Wealth Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.