CW
PRFT

CreativeOne Wealth’s Perficient Inc PRFT Stock Holding History

CreativeOne Wealth’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
-2,358
Closed -$216K – 781
2022
Q2 		$216K Sell
2,358
-338
-13% -$33.6K 0.01% 658
2022
Q1 		$297K Sell
2,696
-4,130
-61% -$433K 0.02% 580
2021
Q4 		$883K Buy
6,826
+707
+12% +$93K 0.04% 314
2021
Q3 		$708K Buy
+6,119
New +$629K 0.04% 317

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

CreativeOne Wealth's PRFT Position: Q3 2022 in Review

CreativeOne Wealth sold out of Perficient Inc (PRFT) in Q3 2022, closing a stake of 2,358 shares — an estimated $216K sold.

CreativeOne Wealth first reported a position in PRFT in Q3 2021 and held it in 4 quarters. The position peaked at $883K in Q4 2021. 271 funds tracked by Wall St. Rank hold PRFT as of Q3 2022.

  • CreativeOne Wealth reported no remaining Perficient Inc position as of Q3 2022 after selling out during the quarter.
  • CreativeOne Wealth sold 2,358 Perficient Inc shares in Q3 2022, an estimated $216K.
  • CreativeOne Wealth first reported a position in Perficient Inc in Q3 2021 and held it in 4 quarters.
  • CreativeOne Wealth's Perficient Inc position peaked at $883K in Q4 2021.
  • 271 funds tracked by Wall St. Rank held Perficient Inc as of Q3 2022.

Based on CreativeOne Wealth's 13F filing for Q3 2022, filed 15 Nov 2022.