BFA
PRFT

Brendel Financial Advisors’s Perficient Inc PRFT Stock Holding History

Brendel Financial Advisors’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
2022
Q1 		– Sell
-18,439
Closed -$2.38M – 137
2021
Q4 		$2.38M Sell
18,439
-2,945
-14% -$388K 1.24% 35
2021
Q3 		$2.47M Buy
21,384
+21,269
+18,495% +$2.19M 2.95% 11
2021
Q2 		$9K Buy
+115
New +$8.11K 0.01% 213
2020
Q4 		– Sell
-52,720
Closed -$2.25M – 93
2020
Q3 		$2.25M Buy
52,720
+3,692
+8% +$149K 1.8% 24
2020
Q2 		$1.75M Buy
+49,028
New +$1.63M 1.51% 30

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brendel Financial Advisors's PRFT Position: Q1 2022 in Review

Brendel Financial Advisors sold out of Perficient Inc (PRFT) in Q1 2022, closing a stake of 18,439 shares — an estimated $2.38M sold.

Brendel Financial Advisors first reported a position in PRFT in Q2 2020 and held it in 5 quarters. The position peaked at $2.47M in Q3 2021. 314 funds tracked by Wall St. Rank hold PRFT as of Q1 2022.

  • Brendel Financial Advisors reported no remaining Perficient Inc position as of Q1 2022 after selling out during the quarter.
  • Brendel Financial Advisors sold 18,439 Perficient Inc shares in Q1 2022, an estimated $2.38M.
  • Brendel Financial Advisors first reported a position in Perficient Inc in Q2 2020 and held it in 5 quarters.
  • Brendel Financial Advisors's Perficient Inc position peaked at $2.47M in Q3 2021.
  • 314 funds tracked by Wall St. Rank held Perficient Inc as of Q1 2022.

Based on Brendel Financial Advisors's 13F filing for Q1 2022, filed 10 May 2022.