AWM
PRFT

Atticus Wealth Management’s Perficient Inc PRFT Stock Holding History

Atticus 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
2022
Q4 		– Sell
-78
Closed -$7K – 654
2022
Q3 		$7K Hold
78
– – ﹤0.01% 411
2022
Q2 		$7K Hold
78
– – ﹤0.01% 442
2022
Q1 		$9K Sell
78
-2
-3% -$210 ﹤0.01% 415
2021
Q4 		$10K Sell
80
-630
-89% -$82.9K ﹤0.01% 363
2021
Q3 		$82K Buy
+710
New +$73K 0.04% 189

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
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
BGC
Blue Grotto Capital Atlanta, Georgia $868M AUM 56.95% 1-Year Est. Return

Atticus Wealth Management's PRFT Position: Q4 2022 in Review

Atticus Wealth Management sold out of Perficient Inc (PRFT) in Q4 2022, closing a stake of 78 shares — an estimated $7K sold.

Atticus Wealth Management first reported a position in PRFT in Q3 2021 and held it in 5 quarters. The position peaked at $82K in Q3 2021. 265 funds tracked by Wall St. Rank hold PRFT as of Q4 2022.

  • Atticus Wealth Management reported no remaining Perficient Inc position as of Q4 2022 after selling out during the quarter.
  • Atticus Wealth Management sold 78 Perficient Inc shares in Q4 2022, an estimated $7K.
  • Atticus Wealth Management first reported a position in Perficient Inc in Q3 2021 and held it in 5 quarters.
  • Atticus Wealth Management's Perficient Inc position peaked at $82K in Q3 2021.
  • 265 funds tracked by Wall St. Rank held Perficient Inc as of Q4 2022.

Based on Atticus Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.