CAM
PRFT

Cresset Asset Management’s Perficient Inc PRFT Stock Holding History

Cresset Asset 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
Q3 		– Sell
-2,939
Closed -$220K – 2255
2024
Q2 		$220K Buy
+2,939
New +$188K ﹤0.01% 1861
2019
Q2 		– Sell
-7
Closed – – 1797
2019
Q1 		$0 Hold
7
– – ﹤0.01% 2127
2018
Q4 		$0 Buy
+7
New +$172 ﹤0.01% 1761

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
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 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
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 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

Cresset Asset Management's PRFT Position: Q3 2024 in Review

Cresset Asset Management sold out of Perficient Inc (PRFT) in Q3 2024, closing a stake of 2,939 shares — an estimated $220K sold.

Cresset Asset Management first reported a position in PRFT in Q4 2018 and held it in 3 quarters. The position peaked at $220K in Q2 2024. 244 funds tracked by Wall St. Rank hold PRFT as of Q3 2024.

  • Cresset Asset Management reported no remaining Perficient Inc position as of Q3 2024 after selling out during the quarter.
  • Cresset Asset Management sold 2,939 Perficient Inc shares in Q3 2024, an estimated $220K.
  • Cresset Asset Management first reported a position in Perficient Inc in Q4 2018 and held it in 3 quarters.
  • Cresset Asset Management's Perficient Inc position peaked at $220K in Q2 2024.
  • 244 funds tracked by Wall St. Rank held Perficient Inc as of Q3 2024.

Based on Cresset Asset Management's 13F filing for Q3 2024, filed 14 Nov 2024.