BAM
PRFT

Belpointe Asset Management’s Perficient Inc PRFT Stock Holding History

Belpointe 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
Q2 		– Sell
-313
Closed -$22.6K – 3551
2023
Q1 		$22.6K Hold
313
– – ﹤0.01% 2243
2022
Q4 		$21.9K Buy
+313
New +$21.6K ﹤0.01% 2120

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Belpointe Asset Management's PRFT Position: Q2 2023 in Review

Belpointe Asset Management sold out of Perficient Inc (PRFT) in Q2 2023, closing a stake of 313 shares — an estimated $22.6K sold.

Belpointe Asset Management first reported a position in PRFT in Q4 2022 and held it in 2 quarters. The position peaked at $22.6K in Q1 2023. 247 funds tracked by Wall St. Rank hold PRFT as of Q2 2023.

  • Belpointe Asset Management reported no remaining Perficient Inc position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 313 Perficient Inc shares in Q2 2023, an estimated $22.6K.
  • Belpointe Asset Management first reported a position in Perficient Inc in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Perficient Inc position peaked at $22.6K in Q1 2023.
  • 247 funds tracked by Wall St. Rank held Perficient Inc as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.