CFG
PRFT

Cooper Financial Group’s Perficient Inc PRFT Stock Holding History

Cooper Financial Group’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
Q3 		– Sell
-4,363
Closed -$400K – 285
2022
Q2 		$400K Sell
4,363
-79
-2% -$7.86K 0.15% 146
2022
Q1 		$489K Buy
4,442
+105
+2% +$11K 0.19% 113
2021
Q4 		$561K Buy
4,337
+34
+0.8% +$4.47K 0.21% 109
2021
Q3 		$498K Buy
4,303
+313
+8% +$32.2K 0.1% 130
2021
Q2 		$321K Buy
3,990
+282
+8% +$19.9K 0.07% 175
2021
Q1 		$218K Buy
+3,708
New +$210K 0.05% 225

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Cooper Financial Group's PRFT Position: Q3 2022 in Review

Cooper Financial Group sold out of Perficient Inc (PRFT) in Q3 2022, closing a stake of 4,363 shares — an estimated $400K sold.

Cooper Financial Group first reported a position in PRFT in Q1 2021 and held it in 6 quarters. The position peaked at $561K in Q4 2021. 271 funds tracked by Wall St. Rank hold PRFT as of Q3 2022.

  • Cooper Financial Group reported no remaining Perficient Inc position as of Q3 2022 after selling out during the quarter.
  • Cooper Financial Group sold 4,363 Perficient Inc shares in Q3 2022, an estimated $400K.
  • Cooper Financial Group first reported a position in Perficient Inc in Q1 2021 and held it in 6 quarters.
  • Cooper Financial Group's Perficient Inc position peaked at $561K in Q4 2021.
  • 271 funds tracked by Wall St. Rank held Perficient Inc as of Q3 2022.

Based on Cooper Financial Group's 13F filing for Q3 2022, filed 13 Oct 2022.