CFGS
PRFT

Concourse Financial Group Securities’s Perficient Inc PRFT Stock Holding History

Concourse Financial Group Securities’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
Q2 		– Sell
-695
Closed -$44.4K – 2399
2024
Q1 		$39.1K Buy
695
+4
+0.6% +$262 ﹤0.01% 1293
2023
Q4 		$45.5K Sell
691
-105
-13% -$6.46K ﹤0.01% 1165
2023
Q3 		$46.1K Buy
796
+554
+229% +$37.9K ﹤0.01% 1113
2023
Q2 		$20.2K Buy
242
+20
+9% +$1.47K ﹤0.01% 1444
2023
Q1 		$16K Sell
222
-18
-8% -$1.31K ﹤0.01% 1529
2022
Q4 		$16.8K Buy
240
+24
+11% +$1.66K ﹤0.01% 1518
2022
Q3 		$14K Buy
216
+15
+7% +$1.25K ﹤0.01% 1406
2022
Q2 		$18K Sell
201
-23
-10% -$2.29K ﹤0.01% 1493
2022
Q1 		$25K Buy
224
+67
+43% +$7.02K ﹤0.01% 1422
2021
Q4 		$20K Sell
157
-45
-22% -$5.92K ﹤0.01% 1647
2021
Q3 		$23K Buy
202
+48
+31% +$4.94K ﹤0.01% 1622
2021
Q2 		$12K Buy
154
+24
+18% +$1.69K ﹤0.01% 1821
2021
Q1 		$8K Sell
130
-33
-20% -$1.87K ﹤0.01% 1847
2020
Q4 		$8K Buy
163
+62
+61% +$2.81K ﹤0.01% 1766
2020
Q3 		$4K Hold
101
– – ﹤0.01% 1899
2020
Q2 		$4K Sell
101
-17
-14% -$564 ﹤0.01% 1782
2020
Q1 		$3K Sell
118
-58
-33% -$2.53K ﹤0.01% 1829
2019
Q4 		$8K Buy
176
+91
+107% +$3.71K ﹤0.01% 1516
2019
Q3 		$3K Sell
85
-66
-44% -$2.39K ﹤0.01% 1487
2019
Q2 		$5K Buy
+151
New +$4.63K ﹤0.01% 1765

Other funds holding PRFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Concourse Financial Group Securities's PRFT Position: Q2 2024 in Review

Concourse Financial Group Securities sold out of Perficient Inc (PRFT) in Q2 2024, closing a stake of 695 shares — an estimated $44.4K sold.

Concourse Financial Group Securities first reported a position in PRFT in Q2 2019 and held it in 20 quarters. The position peaked at $46.1K in Q3 2023. 257 funds tracked by Wall St. Rank hold PRFT as of Q2 2024.

  • Concourse Financial Group Securities reported no remaining Perficient Inc position as of Q2 2024 after selling out during the quarter.
  • Concourse Financial Group Securities sold 695 Perficient Inc shares in Q2 2024, an estimated $44.4K.
  • Concourse Financial Group Securities first reported a position in Perficient Inc in Q2 2019 and held it in 20 quarters.
  • Concourse Financial Group Securities's Perficient Inc position peaked at $46.1K in Q3 2023.
  • 257 funds tracked by Wall St. Rank held Perficient Inc as of Q2 2024.

Based on Concourse Financial Group Securities's 13F filing for Q2 2024, filed 23 Jul 2024.