BAAM
PRFT

Baker Avenue Asset Management’s Perficient Inc PRFT Stock Holding History

Baker Avenue Asset 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
2023
Q3 		– Sell
-6
Closed -$500 – 1754
2023
Q2 		$500 Sell
6
-7
-54% -$515 ﹤0.01% 1408
2023
Q1 		$938 Hold
13
– – ﹤0.01% 1197
2022
Q4 		$908 Buy
+13
New +$897 ﹤0.01% 1125

Other funds holding PRFT

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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
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Baker Avenue Asset Management's PRFT Position: Q3 2023 in Review

Baker Avenue Asset Management sold out of Perficient Inc (PRFT) in Q3 2023, closing a stake of 6 shares — an estimated $500 sold.

Baker Avenue Asset Management first reported a position in PRFT in Q4 2022 and held it in 3 quarters. The position peaked at $938 in Q1 2023. 256 funds tracked by Wall St. Rank hold PRFT as of Q3 2023.

  • Baker Avenue Asset Management reported no remaining Perficient Inc position as of Q3 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 6 Perficient Inc shares in Q3 2023, an estimated $500.
  • Baker Avenue Asset Management first reported a position in Perficient Inc in Q4 2022 and held it in 3 quarters.
  • Baker Avenue Asset Management's Perficient Inc position peaked at $938 in Q1 2023.
  • 256 funds tracked by Wall St. Rank held Perficient Inc as of Q3 2023.

Based on Baker Avenue Asset Management's 13F filing for Q3 2023, filed 15 Nov 2023.