Financial Gravity Asset Management’s Perficient Inc PRFT Stock Holding History

Financial Gravity 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
2023 Q1	–	Sell	-70	Closed	-$1.65K	–	1729
2022 Q4	$1.65K	Buy	+70	New	+$4.83K	0.01%	574
2020 Q1	–	Sell	-49	Closed	-$46K	–	1398
2019 Q4	$46K	Sell	49 -1	-2%	-$41	0.03%	693
2019 Q3	$2K	Buy	50 +2	+4%	+$72	﹤0.01%	938
2019 Q2	$2K	Buy	48 +25	+109%	+$766	﹤0.01%	962
2019 Q1	$1K	Buy	+23	New	+$606	﹤0.01%	1230
2018 Q3	$1K	Sell	24 -5	-17%	-$138	﹤0.01%	1283
2018 Q2	$1K	Buy	+29	New	+$727	﹤0.01%	1304

Other funds holding PRFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Financial Gravity Asset Management's PRFT Position: Q1 2023 in Review

Financial Gravity Asset Management sold out of Perficient Inc (PRFT) in Q1 2023, closing a stake of 70 shares — an estimated $1.65K sold.

Financial Gravity Asset Management first reported a position in PRFT in Q2 2018 and held it in 7 quarters. The position peaked at $46K in Q4 2019. 270 funds tracked by Wall St. Rank hold PRFT as of Q1 2023.

Financial Gravity Asset Management reported no remaining Perficient Inc position as of Q1 2023 after selling out during the quarter.
Financial Gravity Asset Management sold 70 Perficient Inc shares in Q1 2023, an estimated $1.65K.
Financial Gravity Asset Management first reported a position in Perficient Inc in Q2 2018 and held it in 7 quarters.
Financial Gravity Asset Management's Perficient Inc position peaked at $46K in Q4 2019.
270 funds tracked by Wall St. Rank held Perficient Inc as of Q1 2023.

Based on Financial Gravity Asset Management's 13F filing for Q1 2023, filed 12 May 2023.