Commonwealth Equity Services
PRFT

Commonwealth Equity Services’s Perficient Inc PRFT Stock Holding History

Commonwealth Equity Services’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
-7,336
Closed -$948K – 3816
2021
Q4 		$948K Buy
7,336
+909
+14% +$120K ﹤0.01% 2030
2021
Q3 		$743K Buy
+6,427
New +$661K ﹤0.01% 2167

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 $61.9B AUM 29.81% 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

Commonwealth Equity Services's PRFT Position: Q1 2022 in Review

Commonwealth Equity Services sold out of Perficient Inc (PRFT) in Q1 2022, closing a stake of 7,336 shares — an estimated $948K sold.

Commonwealth Equity Services first reported a position in PRFT in Q3 2021 and held it in 2 quarters. The position peaked at $948K in Q4 2021. 314 funds tracked by Wall St. Rank hold PRFT as of Q1 2022.

  • Commonwealth Equity Services reported no remaining Perficient Inc position as of Q1 2022 after selling out during the quarter.
  • Commonwealth Equity Services sold 7,336 Perficient Inc shares in Q1 2022, an estimated $948K.
  • Commonwealth Equity Services first reported a position in Perficient Inc in Q3 2021 and held it in 2 quarters.
  • Commonwealth Equity Services's Perficient Inc position peaked at $948K in Q4 2021.
  • 314 funds tracked by Wall St. Rank held Perficient Inc as of Q1 2022.

Based on Commonwealth Equity Services's 13F filing for Q1 2022, filed 4 May 2022.