GWS
PRFT

Glassman Wealth Services’s Perficient Inc PRFT Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-14
Closed -$921 – 1939
2023
Q4 		$921 Sell
14
-16
-53% -$985 ﹤0.01% 1570
2023
Q3 		$1.74K Buy
30
+28
+1,400% +$1.92K ﹤0.01% 1374
2023
Q2 		$167 Buy
+2
New +$147 ﹤0.01% 1844
2022
Q3 		– Sell
-1
Closed – – 2053
2022
Q2 		$0 Buy
+1
New +$99 ﹤0.01% 2075
2022
Q1 		– Sell
-5
Closed -$1K – 2013
2021
Q4 		$1K Buy
+5
New +$658 ﹤0.01% 1564
2020
Q2 		– Sell
-6
Closed – – 1598
2020
Q1 		$0 Sell
6
-5
-45% -$218 ﹤0.01% 1644
2019
Q4 		$1K Buy
+11
New +$448 ﹤0.01% 1088

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Glassman Wealth Services's PRFT Position: Q1 2024 in Review

Glassman Wealth Services sold out of Perficient Inc (PRFT) in Q1 2024, closing a stake of 14 shares — an estimated $921 sold.

Glassman Wealth Services first reported a position in PRFT in Q4 2019 and held it in 7 quarters. The position peaked at $1.74K in Q3 2023. 274 funds tracked by Wall St. Rank hold PRFT as of Q1 2024.

  • Glassman Wealth Services reported no remaining Perficient Inc position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 14 Perficient Inc shares in Q1 2024, an estimated $921.
  • Glassman Wealth Services first reported a position in Perficient Inc in Q4 2019 and held it in 7 quarters.
  • Glassman Wealth Services's Perficient Inc position peaked at $1.74K in Q3 2023.
  • 274 funds tracked by Wall St. Rank held Perficient Inc as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.