Creative Planning’s Perficient Inc PRFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,773
| Closed | -$511K | – | 3713 |
|
|
2024
Q3 | $511K | Sell |
6,773
-1,539
| -19% | -$116K | ﹤0.01% | 2090 |
|
|
2024
Q2 | $622K | Buy |
8,312
+3,271
| +65% | +$209K | ﹤0.01% | 1779 |
|
|
2024
Q1 | $284K | Sell |
5,041
-3,974
| -44% | -$260K | ﹤0.01% | 2297 |
|
|
2023
Q4 | $593K | Buy |
9,015
+1,391
| +18% | +$85.6K | ﹤0.01% | 1584 |
|
|
2023
Q3 | $441K | Buy |
+7,624
| New | +$522K | ﹤0.01% | 1646 |
|
|
2017
Q1 | – | Sell |
-166
| Closed | -$3K | – | 4956 |
|
|
2016
Q4 | $3K | Buy |
+166
| New | +$3.03K | ﹤0.01% | 4183 |
|
|
2016
Q3 | – | Sell |
-217
| Closed | -$4K | – | 4769 |
|
|
2016
Q2 | $4K | Hold |
217
| – | – | ﹤0.01% | 3792 |
|
|
2016
Q1 | $5K | Sell |
217
-16
| -7% | -$296 | ﹤0.01% | 3619 |
|
|
2015
Q4 | $4K | Buy |
+233
| New | +$3.95K | ﹤0.01% | 3815 |
|
|
2015
Q2 | – | Sell |
-91
| Closed | -$2K | – | 3143 |
|
|
2015
Q1 | $2K | Sell |
91
-882
| -91% | -$17.1K | ﹤0.01% | 3918 |
|
|
2014
Q4 | $18K | Buy |
973
+882
| +969% | +$14.6K | ﹤0.01% | 2742 |
|
|
2014
Q3 | $1K | Sell |
91
-175
| -66% | -$3.05K | ﹤0.01% | 3882 |
|
|
2014
Q2 | $5K | Buy |
266
+250
| +1,563% | +$4.53K | ﹤0.01% | 3246 |
|
|
2014
Q1 | $0 | Sell |
16
-174
| -92% | -$3.56K | ﹤0.01% | 3783 |
|
|
2013
Q4 | $4K | Buy |
190
+174
| +1,088% | +$3.56K | ﹤0.01% | 2936 |
|
|
2013
Q3 | $0 | Hold |
16
| – | – | ﹤0.01% | 3382 |
|
|
2013
Q2 | $0 | Buy |
+16
| New | +$190 | ﹤0.01% | 3130 |
|
Other funds holding PRFT
Creative Planning's PRFT Position: Q4 2024 in Review
Creative Planning sold out of Perficient Inc (PRFT) in Q4 2024, closing a stake of 6,773 shares — an estimated $511K sold.
Creative Planning first reported a position in PRFT in Q2 2013 and held it in 17 quarters. The position peaked at $622K in Q2 2024. 1 fund tracked by Wall St. Rank holds PRFT as of Q4 2024.
- Creative Planning reported no remaining Perficient Inc position as of Q4 2024 after selling out during the quarter.
- Creative Planning sold 6,773 Perficient Inc shares in Q4 2024, an estimated $511K.
- Creative Planning first reported a position in Perficient Inc in Q2 2013 and held it in 17 quarters.
- Creative Planning's Perficient Inc position peaked at $622K in Q2 2024.
- 1 fund tracked by Wall St. Rank held Perficient Inc as of Q4 2024.
Based on Creative Planning's 13F filing for Q4 2024, filed 14 Feb 2025.