LWIC
PRFT

Leith Wheeler Investment Counsel’s Perficient Inc PRFT Stock Holding History

Leith Wheeler Investment Counsel’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
Q3 		– Sell
-110,100
Closed -$8.23M – 68
2024
Q2 		$8.23M Buy
110,100
+28,850
+36% +$1.84M 0.71% 45
2024
Q1 		$4.57M Buy
+81,250
New +$5.32M 0.44% 51

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
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Leith Wheeler Investment Counsel's PRFT Position: Q3 2024 in Review

Leith Wheeler Investment Counsel sold out of Perficient Inc (PRFT) in Q3 2024, closing a stake of 110,100 shares — an estimated $8.23M sold.

Leith Wheeler Investment Counsel first reported a position in PRFT in Q1 2024 and held it in 2 quarters. The position peaked at $8.23M in Q2 2024. 244 funds tracked by Wall St. Rank hold PRFT as of Q3 2024.

  • Leith Wheeler Investment Counsel reported no remaining Perficient Inc position as of Q3 2024 after selling out during the quarter.
  • Leith Wheeler Investment Counsel sold 110,100 Perficient Inc shares in Q3 2024, an estimated $8.23M.
  • Leith Wheeler Investment Counsel first reported a position in Perficient Inc in Q1 2024 and held it in 2 quarters.
  • Leith Wheeler Investment Counsel's Perficient Inc position peaked at $8.23M in Q2 2024.
  • 244 funds tracked by Wall St. Rank held Perficient Inc as of Q3 2024.

Based on Leith Wheeler Investment Counsel's 13F filing for Q3 2024, filed 12 Nov 2024.