FNA
PRFT

First National Advisers’s Perficient Inc PRFT Stock Holding History

First National Advisers’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
-5,662
Closed -$423K – 221
2024
Q2 		$423K Sell
5,662
-23,319
-80% -$1.49M 0.08% 157
2024
Q1 		$1.77M Buy
28,981
+2,756
+11% +$180K 0.4% 84
2023
Q4 		$1.73M Buy
26,225
+11,082
+73% +$682K 0.5% 71
2023
Q3 		$876K Buy
15,143
+5,863
+63% +$401K 0.39% 91
2023
Q2 		$773K Buy
9,280
+407
+5% +$30K 0.71% 48
2023
Q1 		$641K Buy
8,873
+2,695
+44% +$197K 0.73% 52
2022
Q4 		$431K Buy
6,178
+4,793
+346% +$331K 0.55% 69
2022
Q3 		$90K Buy
+1,385
New +$116K 0.13% 124

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

First National Advisers's PRFT Position: Q3 2024 in Review

First National Advisers sold out of Perficient Inc (PRFT) in Q3 2024, closing a stake of 5,662 shares — an estimated $423K sold.

First National Advisers first reported a position in PRFT in Q3 2022 and held it in 8 quarters. The position peaked at $1.77M in Q1 2024. 244 funds tracked by Wall St. Rank hold PRFT as of Q3 2024.

  • First National Advisers reported no remaining Perficient Inc position as of Q3 2024 after selling out during the quarter.
  • First National Advisers sold 5,662 Perficient Inc shares in Q3 2024, an estimated $423K.
  • First National Advisers first reported a position in Perficient Inc in Q3 2022 and held it in 8 quarters.
  • First National Advisers's Perficient Inc position peaked at $1.77M in Q1 2024.
  • 244 funds tracked by Wall St. Rank held Perficient Inc as of Q3 2024.

Based on First National Advisers's 13F filing for Q3 2024, filed 15 Oct 2024.