FPS
PRFT

Fieldpoint Private Securities’s Perficient Inc PRFT Stock Holding History

Fieldpoint Private Securities’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
Q2 		$6K Sell
60
-10
-14% -$995 ﹤0.01% 892
2022
Q1 		$8K Sell
70
-5
-7% -$524 ﹤0.01% 1165
2021
Q4 		$10K Buy
75
+25
+50% +$3.29K ﹤0.01% 1086
2021
Q3 		$6K Buy
50
+35
+233% +$3.6K ﹤0.01% 1239
2021
Q2 		$2K Hold
15
– – ﹤0.01% 1423
2021
Q1 		$1K Buy
+15
New +$849 ﹤0.01% 1545

Other funds holding PRFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fieldpoint Private Securities's PRFT Position: Q2 2022 in Review

Fieldpoint Private Securities reduced its Perficient Inc (PRFT) stake by 14% in Q2 2022, selling an estimated $995 and leaving 60 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #892.

Fieldpoint Private Securities first reported a position in PRFT in Q1 2021 and has held it in 6 quarters since. The position peaked at $10K in Q4 2021. 290 funds tracked by Wall St. Rank hold PRFT as of Q2 2022.

  • Fieldpoint Private Securities held 60 shares of Perficient Inc worth $6K as of Q2 2022.
  • Fieldpoint Private Securities sold 10 Perficient Inc shares in Q2 2022, an estimated $995.
  • Perficient Inc made up ﹤0.01% of Fieldpoint Private Securities's portfolio in Q2 2022, its #892 holding.
  • Fieldpoint Private Securities first reported a position in Perficient Inc in Q1 2021 and has held it in 6 quarters since.
  • Fieldpoint Private Securities's Perficient Inc position peaked at $10K in Q4 2021.
  • 290 funds tracked by Wall St. Rank held Perficient Inc as of Q2 2022.

Based on Fieldpoint Private Securities's 13F filing for Q2 2022, filed 5 Aug 2022.