Capital Advisors Ltd’s Perficient Inc PRFT Stock Holding History

Capital Advisors Ltd’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 Q3	–	Sell	-4	Closed	–	–	1520
2023 Q2	$0	Sell	4 -11	-73%	-$810	﹤0.01%	1587
2023 Q1	$1K	Sell	15 -12	-44%	-$876	﹤0.01%	1157
2022 Q4	$2K	Buy	27 +6	+29%	+$414	﹤0.01%	920
2022 Q3	$1K	Buy	+21	New	+$1.75K	﹤0.01%	1173

Other funds holding PRFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Capital Advisors Ltd's PRFT Position: Q3 2023 in Review

Capital Advisors Ltd sold out of Perficient Inc (PRFT) in Q3 2023, closing a stake of 4 shares.

Capital Advisors Ltd first reported a position in PRFT in Q3 2022 and held it in 4 quarters. The position peaked at $2K in Q4 2022. 256 funds tracked by Wall St. Rank hold PRFT as of Q3 2023.

Capital Advisors Ltd reported no remaining Perficient Inc position as of Q3 2023 after selling out during the quarter.
Capital Advisors Ltd sold 4 Perficient Inc shares in Q3 2023.
Capital Advisors Ltd first reported a position in Perficient Inc in Q3 2022 and held it in 4 quarters.
Capital Advisors Ltd's Perficient Inc position peaked at $2K in Q4 2022.
256 funds tracked by Wall St. Rank held Perficient Inc as of Q3 2023.

Based on Capital Advisors Ltd's 13F filing for Q3 2023, filed 27 Oct 2023.