BSW
PERF icon

Buckingham Strategic Wealth’s Perfect Corp PERF Stock Holding History

Buckingham Strategic Wealth’s Portfolio PERF Stock Details PERF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$23K Hold
11,375
– – ﹤0.01% 762
2024
Q1 		$28.2K Hold
11,375
– – ﹤0.01% 754
2023
Q4 		$35.3K Buy
+11,375
New +$31.9K ﹤0.01% 718

Other funds holding PERF

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AG
Alibaba Group Causeway Bay, Hong Kong $653M AUM 16.11% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Buckingham Strategic Wealth's PERF Position: Q2 2024 in Review

Buckingham Strategic Wealth held its Perfect Corp (PERF) position steady in Q2 2024 at 11,375 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #762.

Buckingham Strategic Wealth first reported a position in PERF in Q4 2023 and has held it in 3 quarters since. The position peaked at $35.3K in Q4 2023. 6 funds tracked by Wall St. Rank hold PERF as of Q2 2024.

  • Buckingham Strategic Wealth held 11,375 shares of Perfect Corp worth $23K as of Q2 2024.
  • Buckingham Strategic Wealth left its Perfect Corp share count unchanged in Q2 2024.
  • Perfect Corp made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #762 holding.
  • Buckingham Strategic Wealth first reported a position in Perfect Corp in Q4 2023 and has held it in 3 quarters since.
  • Buckingham Strategic Wealth's Perfect Corp position peaked at $35.3K in Q4 2023.
  • 6 funds tracked by Wall St. Rank held Perfect Corp as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.