GI
PRFT

Gradient Investments’s Perficient Inc PRFT Stock Holding History

Gradient Investments’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
Q2 		– Sell
-1
Closed -$72 – 1900
2023
Q1 		$72 Hold
1
– – ﹤0.01% 1458
2022
Q4 		$70 Hold
1
– – ﹤0.01% 1445
2022
Q3 		$0 Buy
+1
New +$83 ﹤0.01% 1578

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Gradient Investments's PRFT Position: Q2 2023 in Review

Gradient Investments sold out of Perficient Inc (PRFT) in Q2 2023, closing a stake of 1 share — an estimated $72 sold.

Gradient Investments first reported a position in PRFT in Q3 2022 and held it in 3 quarters. The position peaked at $72 in Q1 2023. 247 funds tracked by Wall St. Rank hold PRFT as of Q2 2023.

  • Gradient Investments reported no remaining Perficient Inc position as of Q2 2023 after selling out during the quarter.
  • Gradient Investments sold 1 Perficient Inc share in Q2 2023, an estimated $72.
  • Gradient Investments first reported a position in Perficient Inc in Q3 2022 and held it in 3 quarters.
  • Gradient Investments's Perficient Inc position peaked at $72 in Q1 2023.
  • 247 funds tracked by Wall St. Rank held Perficient Inc as of Q2 2023.

Based on Gradient Investments's 13F filing for Q2 2023, filed 11 Jul 2023.