BCWM
PRFT

Bartlett & Co Wealth Management’s Perficient Inc PRFT Stock Holding History

Bartlett & Co 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
2021
Q1 		– Sell
-15
Closed -$715 – 1207
2020
Q4 		$715 Buy
+15
New +$681 ﹤0.01% 1104

Other funds holding PRFT

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Vanguard Group
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Dimensional Fund Advisors
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SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Bartlett & Co Wealth Management's PRFT Position: Q1 2021 in Review

Bartlett & Co Wealth Management sold out of Perficient Inc (PRFT) in Q1 2021, closing a stake of 15 shares — an estimated $715 sold.

Bartlett & Co Wealth Management first reported a position in PRFT in Q4 2020 and held it in 1 quarter. The position peaked at $715 in Q4 2020. 251 funds tracked by Wall St. Rank hold PRFT as of Q1 2021.

  • Bartlett & Co Wealth Management reported no remaining Perficient Inc position as of Q1 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 15 Perficient Inc shares in Q1 2021, an estimated $715.
  • Bartlett & Co Wealth Management first reported a position in Perficient Inc in Q4 2020 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Perficient Inc position peaked at $715 in Q4 2020.
  • 251 funds tracked by Wall St. Rank held Perficient Inc as of Q1 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2021, filed 14 Feb 2024.