APP
PRFT

Avantax Planning Partners’s Perficient Inc PRFT Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-1,000
Closed -$27K – 1256
2018
Q3 		$27K Buy
+1,000
New +$27.7K ﹤0.01% 635
2018
Q2 		– Sell
-1,000
Closed -$23K – 1561
2018
Q1 		$23K Buy
+1,000
New +$20.7K ﹤0.01% 738

Other funds holding PRFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Avantax Planning Partners's PRFT Position: Q4 2018 in Review

Avantax Planning Partners sold out of Perficient Inc (PRFT) in Q4 2018, closing a stake of 1,000 shares — an estimated $27K sold.

Avantax Planning Partners first reported a position in PRFT in Q1 2018 and held it in 2 quarters. The position peaked at $27K in Q3 2018. 193 funds tracked by Wall St. Rank hold PRFT as of Q4 2018.

  • Avantax Planning Partners reported no remaining Perficient Inc position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 1,000 Perficient Inc shares in Q4 2018, an estimated $27K.
  • Avantax Planning Partners first reported a position in Perficient Inc in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Perficient Inc position peaked at $27K in Q3 2018.
  • 193 funds tracked by Wall St. Rank held Perficient Inc as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.