BWM
PRFT

BerganKDV Wealth Management’s Perficient Inc PRFT Stock Holding History

BerganKDV 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
2023
Q2 		$665K Buy
7,983
+262
+3% +$19.3K 0.07% 155
2023
Q1 		$557K Buy
7,721
+669
+9% +$48.9K 0.06% 166
2022
Q4 		$492K Buy
7,052
+511
+8% +$35.2K 0.05% 167
2022
Q3 		$425K Buy
6,541
+147
+2% +$12.3K 0.05% 174
2022
Q2 		$586K Buy
6,394
+458
+8% +$45.6K 0.07% 166
2022
Q1 		$653K Buy
5,936
+281
+5% +$29.4K 0.07% 164
2021
Q4 		$731K Sell
5,655
-649
-10% -$85.4K 0.08% 153
2021
Q3 		$729K Sell
6,304
-2,501
-28% -$257K 0.08% 149
2021
Q2 		$708K Buy
8,805
+193
+2% +$13.6K 0.08% 149
2021
Q1 		$506K Buy
8,612
+114
+1% +$6.45K 0.07% 167
2020
Q4 		$405K Buy
8,498
+105
+1% +$4.76K 0.06% 178
2020
Q3 		$359K Buy
8,393
+85
+1% +$3.42K 0.06% 181
2020
Q2 		$297K Buy
8,308
+298
+4% +$9.89K 0.05% 192
2020
Q1 		$217K Buy
+8,010
New +$350K 0.04% 201

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

BerganKDV Wealth Management's PRFT Position: Q2 2023 in Review

BerganKDV Wealth Management increased its Perficient Inc (PRFT) stake by 3.4% in Q2 2023, buying an estimated $19.3K and bringing the position to 7,983 shares worth $665K. The position accounts for 0.07% of the portfolio, ranked #155.

BerganKDV Wealth Management first reported a position in PRFT in Q1 2020 and has held it in 14 quarters since. The position peaked at $731K in Q4 2021. 247 funds tracked by Wall St. Rank hold PRFT as of Q2 2023.

  • BerganKDV Wealth Management held 7,983 shares of Perficient Inc worth $665K as of Q2 2023.
  • BerganKDV Wealth Management bought 262 Perficient Inc shares in Q2 2023, an estimated $19.3K.
  • Perficient Inc made up 0.07% of BerganKDV Wealth Management's portfolio in Q2 2023, its #155 holding.
  • BerganKDV Wealth Management first reported a position in Perficient Inc in Q1 2020 and has held it in 14 quarters since.
  • BerganKDV Wealth Management's Perficient Inc position peaked at $731K in Q4 2021.
  • 247 funds tracked by Wall St. Rank held Perficient Inc as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.