EWM
PRFT

Edge Wealth Management’s Perficient Inc PRFT Stock Holding History

Edge 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
2020
Q3 		– Sell
-200
Closed -$7K – 643
2020
Q2 		$7K Hold
200
– – ﹤0.01% 513
2020
Q1 		$6K Hold
200
– – ﹤0.01% 459
2019
Q4 		$9K Hold
200
– – ﹤0.01% 437
2019
Q3 		$7K Hold
200
– – ﹤0.01% 458
2019
Q2 		$7K Hold
200
– – ﹤0.01% 461
2019
Q1 		$6K Hold
200
– – ﹤0.01% 454
2018
Q4 		$4K Hold
200
– – ﹤0.01% 499
2018
Q3 		$5K Buy
+200
New +$5.53K ﹤0.01% 513

Other funds holding PRFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Edge Wealth Management's PRFT Position: Q3 2020 in Review

Edge Wealth Management sold out of Perficient Inc (PRFT) in Q3 2020, closing a stake of 200 shares — an estimated $7K sold.

Edge Wealth Management first reported a position in PRFT in Q3 2018 and held it in 8 quarters. The position peaked at $9K in Q4 2019. 227 funds tracked by Wall St. Rank hold PRFT as of Q3 2020.

  • Edge Wealth Management reported no remaining Perficient Inc position as of Q3 2020 after selling out during the quarter.
  • Edge Wealth Management sold 200 Perficient Inc shares in Q3 2020, an estimated $7K.
  • Edge Wealth Management first reported a position in Perficient Inc in Q3 2018 and held it in 8 quarters.
  • Edge Wealth Management's Perficient Inc position peaked at $9K in Q4 2019.
  • 227 funds tracked by Wall St. Rank held Perficient Inc as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.