BC
PRFT

Barrett & Company’s Perficient Inc PRFT Stock Holding History

Barrett & Company’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
Q2 		– Sell
-25
Closed -$1.41K – 631
2024
Q1 		$1.41K Hold
25
– – ﹤0.01% 561
2023
Q4 		$1.65K Hold
25
– – ﹤0.01% 543
2023
Q3 		$1.45K Hold
25
– – ﹤0.01% 563
2023
Q2 		$2.08K Hold
25
– – ﹤0.01% 527
2023
Q1 		$1.8K Hold
25
– – ﹤0.01% 523
2022
Q4 		$1.75K Hold
25
– – ﹤0.01% 524
2022
Q3 		$1.75K Buy
+25
New +$2.09K ﹤0.01% 524

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrett & Company's PRFT Position: Q2 2024 in Review

Barrett & Company sold out of Perficient Inc (PRFT) in Q2 2024, closing a stake of 25 shares — an estimated $1.41K sold.

Barrett & Company first reported a position in PRFT in Q3 2022 and held it in 7 quarters. The position peaked at $2.08K in Q2 2023. 257 funds tracked by Wall St. Rank hold PRFT as of Q2 2024.

  • Barrett & Company reported no remaining Perficient Inc position as of Q2 2024 after selling out during the quarter.
  • Barrett & Company sold 25 Perficient Inc shares in Q2 2024, an estimated $1.41K.
  • Barrett & Company first reported a position in Perficient Inc in Q3 2022 and held it in 7 quarters.
  • Barrett & Company's Perficient Inc position peaked at $2.08K in Q2 2023.
  • 257 funds tracked by Wall St. Rank held Perficient Inc as of Q2 2024.

Based on Barrett & Company's 13F filing for Q2 2024, filed 25 Jul 2024.