CWM
PRFT

Congress Wealth Management’s Perficient Inc PRFT Stock Holding History

Congress Wealth Management’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
-157,396
Closed -$8.86M – 747
2024
Q1 		$8.86M Buy
157,396
+42,194
+37% +$2.76M 0.15% 180
2023
Q4 		$7.58M Sell
115,202
-25,092
-18% -$1.54M 0.14% 185
2023
Q3 		$8.12M Buy
140,294
+73,239
+109% +$5.02M 0.17% 166
2023
Q2 		$5.59M Buy
67,055
+21,320
+47% +$1.57M 0.13% 176
2023
Q1 		$3.3M Buy
45,735
+10,219
+29% +$746K 0.08% 227
2022
Q4 		$2.48M Sell
35,516
-19,037
-35% -$1.31M 0.06% 242
2022
Q3 		$3.55M Buy
54,553
+3,744
+7% +$312K 0.1% 209
2022
Q2 		$4.66M Buy
50,809
+329
+0.7% +$32.7K 0.12% 191
2022
Q1 		$5.56M Buy
50,480
+11,615
+30% +$1.22M 0.12% 193
2021
Q4 		$5.03M Buy
+38,865
New +$5.11M 0.1% 222

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Congress Wealth Management's PRFT Position: Q2 2024 in Review

Congress Wealth Management sold out of Perficient Inc (PRFT) in Q2 2024, closing a stake of 157,396 shares — an estimated $8.86M sold.

Congress Wealth Management first reported a position in PRFT in Q4 2021 and held it in 10 quarters. The position peaked at $8.86M in Q1 2024. 257 funds tracked by Wall St. Rank hold PRFT as of Q2 2024.

  • Congress Wealth Management reported no remaining Perficient Inc position as of Q2 2024 after selling out during the quarter.
  • Congress Wealth Management sold 157,396 Perficient Inc shares in Q2 2024, an estimated $8.86M.
  • Congress Wealth Management first reported a position in Perficient Inc in Q4 2021 and held it in 10 quarters.
  • Congress Wealth Management's Perficient Inc position peaked at $8.86M in Q1 2024.
  • 257 funds tracked by Wall St. Rank held Perficient Inc as of Q2 2024.

Based on Congress Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.