IAM
PRFT

Innovis Asset Management’s Perficient Inc PRFT Stock Holding History

Innovis Asset Management’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
-7,747
Closed -$646K – 183
2023
Q2 		$646K Buy
7,747
+2,653
+52% +$195K 0.24% 59
2023
Q1 		$368K Buy
+5,094
New +$372K 0.15% 94

Other funds holding PRFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $580B AUM 38.23% 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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Innovis Asset Management's PRFT Position: Q3 2023 in Review

Innovis Asset Management sold out of Perficient Inc (PRFT) in Q3 2023, closing a stake of 7,747 shares — an estimated $646K sold.

Innovis Asset Management first reported a position in PRFT in Q1 2023 and held it in 2 quarters. The position peaked at $646K in Q2 2023. 256 funds tracked by Wall St. Rank hold PRFT as of Q3 2023.

  • Innovis Asset Management reported no remaining Perficient Inc position as of Q3 2023 after selling out during the quarter.
  • Innovis Asset Management sold 7,747 Perficient Inc shares in Q3 2023, an estimated $646K.
  • Innovis Asset Management first reported a position in Perficient Inc in Q1 2023 and held it in 2 quarters.
  • Innovis Asset Management's Perficient Inc position peaked at $646K in Q2 2023.
  • 256 funds tracked by Wall St. Rank held Perficient Inc as of Q3 2023.

Based on Innovis Asset Management's 13F filing for Q3 2023, filed 9 Nov 2023.