KIA
PRFT

KLR Investment Advisors’s Perficient Inc PRFT Stock Holding History

KLR Investment Advisors’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
Q4 		– Sell
-3,767
Closed -$272K – 208
2023
Q3 		$272K Buy
3,767
+83
+2% +$5.68K 0.25% 140
2023
Q2 		$307K Sell
3,684
-270
-7% -$19.9K 0.25% 133
2023
Q1 		$285K Sell
3,954
-320
-7% -$23.4K 0.25% 136
2022
Q4 		$298K Buy
+4,274
New +$295K 0.25% 135

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

KLR Investment Advisors's PRFT Position: Q4 2023 in Review

KLR Investment Advisors sold out of Perficient Inc (PRFT) in Q4 2023, closing a stake of 3,767 shares — an estimated $272K sold.

KLR Investment Advisors first reported a position in PRFT in Q4 2022 and held it in 4 quarters. The position peaked at $307K in Q2 2023. 258 funds tracked by Wall St. Rank hold PRFT as of Q4 2023.

  • KLR Investment Advisors reported no remaining Perficient Inc position as of Q4 2023 after selling out during the quarter.
  • KLR Investment Advisors sold 3,767 Perficient Inc shares in Q4 2023, an estimated $272K.
  • KLR Investment Advisors first reported a position in Perficient Inc in Q4 2022 and held it in 4 quarters.
  • KLR Investment Advisors's Perficient Inc position peaked at $307K in Q2 2023.
  • 258 funds tracked by Wall St. Rank held Perficient Inc as of Q4 2023.

Based on KLR Investment Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.