FIM
PRFT

Freedom Investment Management’s Perficient Inc PRFT Stock Holding History

Freedom Investment 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
-4,469
Closed -$312K – 808
2022
Q4 		$312K Sell
4,469
-251
-5% -$17.3K 0.04% 574
2022
Q3 		$307K Sell
4,720
-568
-11% -$47.4K 0.04% 564
2022
Q2 		$485K Buy
5,288
+314
+6% +$31.2K 0.05% 460
2022
Q1 		$548K Buy
+4,974
New +$521K 0.05% 445
2015
Q4 		– Sell
-11,852
Closed -$513K – 809
2015
Q3 		$513K Sell
11,852
-18,806
-61% -$304K 0.05% 313
2015
Q2 		$590K Sell
30,658
-7,507
-20% -$150K 0.06% 291
2015
Q1 		$790K Sell
38,165
-11,547
-23% -$224K 0.09% 187
2014
Q4 		$926K Buy
49,712
+2,102
+4% +$34.9K 0.12% 145
2014
Q3 		$714K Buy
47,610
+19,916
+72% +$347K 0.13% 156
2014
Q2 		$539K Buy
27,694
+7,894
+40% +$143K 0.09% 213
2014
Q1 		$359K Buy
19,800
+3,805
+24% +$77.8K 0.08% 258
2013
Q4 		$375K Buy
15,995
+4,099
+34% +$83.9K 0.09% 225
2013
Q3 		$218K Buy
+11,896
New +$188K 0.06% 304

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aberdeen Group
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Freedom Investment Management's PRFT Position: Q1 2023 in Review

Freedom Investment Management sold out of Perficient Inc (PRFT) in Q1 2023, closing a stake of 4,469 shares — an estimated $312K sold.

Freedom Investment Management first reported a position in PRFT in Q3 2013 and held it in 13 quarters. The position peaked at $926K in Q4 2014. 270 funds tracked by Wall St. Rank hold PRFT as of Q1 2023.

  • Freedom Investment Management reported no remaining Perficient Inc position as of Q1 2023 after selling out during the quarter.
  • Freedom Investment Management sold 4,469 Perficient Inc shares in Q1 2023, an estimated $312K.
  • Freedom Investment Management first reported a position in Perficient Inc in Q3 2013 and held it in 13 quarters.
  • Freedom Investment Management's Perficient Inc position peaked at $926K in Q4 2014.
  • 270 funds tracked by Wall St. Rank held Perficient Inc as of Q1 2023.

Based on Freedom Investment Management's 13F filing for Q1 2023, filed 15 May 2023.