CFA
PRFT

Carroll Financial Associates’s Perficient Inc PRFT Stock Holding History

Carroll Financial Associates’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
2020
Q3 		– Sell
-118
Closed -$4K – 1718
2020
Q2 		$4K Buy
118
+92
+354% +$3.05K ﹤0.01% 1264
2020
Q1 		$0 Sell
26
-916
-97% -$40K ﹤0.01% 1722
2019
Q4 		$43K Buy
+942
New +$38.4K ﹤0.01% 685

Other funds holding PRFT

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carroll Financial Associates's PRFT Position: Q3 2020 in Review

Carroll Financial Associates sold out of Perficient Inc (PRFT) in Q3 2020, closing a stake of 118 shares — an estimated $4K sold.

Carroll Financial Associates first reported a position in PRFT in Q4 2019 and held it in 3 quarters. The position peaked at $43K in Q4 2019. 227 funds tracked by Wall St. Rank hold PRFT as of Q3 2020.

  • Carroll Financial Associates reported no remaining Perficient Inc position as of Q3 2020 after selling out during the quarter.
  • Carroll Financial Associates sold 118 Perficient Inc shares in Q3 2020, an estimated $4K.
  • Carroll Financial Associates first reported a position in Perficient Inc in Q4 2019 and held it in 3 quarters.
  • Carroll Financial Associates's Perficient Inc position peaked at $43K in Q4 2019.
  • 227 funds tracked by Wall St. Rank held Perficient Inc as of Q3 2020.

Based on Carroll Financial Associates's 13F filing for Q3 2020, filed 6 Oct 2020.