InceptionR’s Perficient Inc PRFT Stock Holding History

InceptionR’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 Q2	–	Sell	-5,245	Closed	-$295K	–	900
2024 Q1	$295K	Buy	+5,245	New	+$343K	0.08%	424
2023 Q1	–	Sell	-4,131	Closed	-$288K	–	622
2022 Q4	$288K	Buy	+4,131	New	+$285K	0.15%	287

Other funds holding PRFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

InceptionR's PRFT Position: Q2 2024 in Review

InceptionR sold out of Perficient Inc (PRFT) in Q2 2024, closing a stake of 5,245 shares — an estimated $295K sold.

InceptionR first reported a position in PRFT in Q4 2022 and held it in 2 quarters. The position peaked at $295K in Q1 2024. 257 funds tracked by Wall St. Rank hold PRFT as of Q2 2024.

InceptionR reported no remaining Perficient Inc position as of Q2 2024 after selling out during the quarter.
InceptionR sold 5,245 Perficient Inc shares in Q2 2024, an estimated $295K.
InceptionR first reported a position in Perficient Inc in Q4 2022 and held it in 2 quarters.
InceptionR's Perficient Inc position peaked at $295K in Q1 2024.
257 funds tracked by Wall St. Rank held Perficient Inc as of Q2 2024.

Based on InceptionR's 13F filing for Q2 2024, filed 13 Aug 2024.