Capital Performance Advisors’s Perficient Inc PRFT Stock Holding History

Capital Performance 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
2024 Q4	–	Sell	-22	Closed	-$1.66K	–	2890
2024 Q3	$1.66K	Buy	+22	New	+$1.65K	﹤0.01%	1659

Other funds holding PRFT

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Capital Performance Advisors's PRFT Position: Q4 2024 in Review

Capital Performance Advisors sold out of Perficient Inc (PRFT) in Q4 2024, closing a stake of 22 shares — an estimated $1.66K sold.

Capital Performance Advisors first reported a position in PRFT in Q3 2024 and held it in 1 quarter. The position peaked at $1.66K in Q3 2024. 1 fund tracked by Wall St. Rank holds PRFT as of Q4 2024.

Capital Performance Advisors reported no remaining Perficient Inc position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 22 Perficient Inc shares in Q4 2024, an estimated $1.66K.
Capital Performance Advisors first reported a position in Perficient Inc in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's Perficient Inc position peaked at $1.66K in Q3 2024.
1 fund tracked by Wall St. Rank held Perficient Inc as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.