FWA
PRFT

FSM Wealth Advisors’s Perficient Inc PRFT Stock Holding History

FSM Wealth Advisors’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
Q3 		– Sell
-2,639
Closed -$228K – 173
2023
Q2 		$228K Buy
+2,639
New +$194K 0.11% 147

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
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

FSM Wealth Advisors's PRFT Position: Q3 2023 in Review

FSM Wealth Advisors sold out of Perficient Inc (PRFT) in Q3 2023, closing a stake of 2,639 shares — an estimated $228K sold.

FSM Wealth Advisors first reported a position in PRFT in Q2 2023 and held it in 1 quarter. The position peaked at $228K in Q2 2023. 256 funds tracked by Wall St. Rank hold PRFT as of Q3 2023.

  • FSM Wealth Advisors reported no remaining Perficient Inc position as of Q3 2023 after selling out during the quarter.
  • FSM Wealth Advisors sold 2,639 Perficient Inc shares in Q3 2023, an estimated $228K.
  • FSM Wealth Advisors first reported a position in Perficient Inc in Q2 2023 and held it in 1 quarter.
  • FSM Wealth Advisors's Perficient Inc position peaked at $228K in Q2 2023.
  • 256 funds tracked by Wall St. Rank held Perficient Inc as of Q3 2023.

Based on FSM Wealth Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.