IAS
PRFT

IMA Advisory Services’s Perficient Inc PRFT Stock Holding History

IMA Advisory 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
2023
Q2 		– Sell
-100
Closed -$7.22K – 327
2023
Q1 		$7.22K Hold
100
– – ﹤0.01% 251
2022
Q4 		$6.98K Hold
100
– – ﹤0.01% 275
2022
Q3 		$7K Hold
100
– – ﹤0.01% 269
2022
Q2 		$9K Hold
100
– – ﹤0.01% 264
2022
Q1 		$11K Hold
100
– – ﹤0.01% 242
2021
Q4 		$13K Buy
+100
New +$13.2K ﹤0.01% 240

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

IMA Advisory Services's PRFT Position: Q2 2023 in Review

IMA Advisory Services sold out of Perficient Inc (PRFT) in Q2 2023, closing a stake of 100 shares — an estimated $7.22K sold.

IMA Advisory Services first reported a position in PRFT in Q4 2021 and held it in 6 quarters. The position peaked at $13K in Q4 2021. 247 funds tracked by Wall St. Rank hold PRFT as of Q2 2023.

  • IMA Advisory Services reported no remaining Perficient Inc position as of Q2 2023 after selling out during the quarter.
  • IMA Advisory Services sold 100 Perficient Inc shares in Q2 2023, an estimated $7.22K.
  • IMA Advisory Services first reported a position in Perficient Inc in Q4 2021 and held it in 6 quarters.
  • IMA Advisory Services's Perficient Inc position peaked at $13K in Q4 2021.
  • 247 funds tracked by Wall St. Rank held Perficient Inc as of Q2 2023.

Based on IMA Advisory Services's 13F filing for Q2 2023, filed 15 Aug 2023.