AWS
PRFT

Atria Wealth Solutions’s Perficient Inc PRFT Stock Holding History

Atria Wealth Solutions’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
Q1 		– Sell
-3,734
Closed -$246K – 2081
2023
Q4 		$246K Sell
3,734
-242
-6% -$14.9K ﹤0.01% 1641
2023
Q3 		$230K Buy
+3,976
New +$272K ﹤0.01% 1597

Other funds holding PRFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $580B AUM 38.23% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Atria Wealth Solutions's PRFT Position: Q1 2024 in Review

Atria Wealth Solutions sold out of Perficient Inc (PRFT) in Q1 2024, closing a stake of 3,734 shares — an estimated $246K sold.

Atria Wealth Solutions first reported a position in PRFT in Q3 2023 and held it in 2 quarters. The position peaked at $246K in Q4 2023. 274 funds tracked by Wall St. Rank hold PRFT as of Q1 2024.

  • Atria Wealth Solutions reported no remaining Perficient Inc position as of Q1 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 3,734 Perficient Inc shares in Q1 2024, an estimated $246K.
  • Atria Wealth Solutions first reported a position in Perficient Inc in Q3 2023 and held it in 2 quarters.
  • Atria Wealth Solutions's Perficient Inc position peaked at $246K in Q4 2023.
  • 274 funds tracked by Wall St. Rank held Perficient Inc as of Q1 2024.

Based on Atria Wealth Solutions's 13F filing for Q1 2024, filed 13 May 2024.