Avantax Advisory Services’s Perficient Inc PRFT Stock Holding History

Avantax Advisory Services’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	-9,693	Closed	-$732K	–	2296
2024 Q3	$732K	Sell	9,693 -697	-7%	-$52.4K	﹤0.01%	1182
2024 Q2	$777K	Buy	+10,390	New	+$663K	0.01%	1117
2022 Q1	–	Sell	-1,553	Closed	-$201K	–	1371
2021 Q4	$201K	Sell	1,553 -322	-17%	-$42.4K	﹤0.01%	1173
2021 Q3	$217K	Buy	+1,875	New	+$193K	﹤0.01%	1073

Other funds holding PRFT

HNB

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

Avantax Advisory Services's PRFT Position: Q4 2024 in Review

Avantax Advisory Services sold out of Perficient Inc (PRFT) in Q4 2024, closing a stake of 9,693 shares — an estimated $732K sold.

Avantax Advisory Services first reported a position in PRFT in Q3 2021 and held it in 4 quarters. The position peaked at $777K in Q2 2024. 1 fund tracked by Wall St. Rank holds PRFT as of Q4 2024.

Avantax Advisory Services reported no remaining Perficient Inc position as of Q4 2024 after selling out during the quarter.
Avantax Advisory Services sold 9,693 Perficient Inc shares in Q4 2024, an estimated $732K.
Avantax Advisory Services first reported a position in Perficient Inc in Q3 2021 and held it in 4 quarters.
Avantax Advisory Services's Perficient Inc position peaked at $777K in Q2 2024.
1 fund tracked by Wall St. Rank held Perficient Inc as of Q4 2024.

Based on Avantax Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.