Lido Advisors
PRFT

Lido Advisors’s Perficient Inc PRFT Stock Holding History

Lido 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
2022
Q2 		– Sell
-3,190
Closed -$351K – 1088
2022
Q1 		$351K Buy
3,190
+285
+10% +$29.9K ﹤0.01% 754
2021
Q4 		$375K Buy
2,905
+968
+50% +$127K ﹤0.01% 717
2021
Q3 		$224K Buy
+1,937
New +$199K ﹤0.01% 872
2020
Q1 		– Sell
-8,531
Closed -$393K – 693
2019
Q4 		$393K Sell
8,531
-363
-4% -$14.8K 0.02% 435
2019
Q3 		$343K Sell
8,894
-1,316
-13% -$47.7K 0.02% 417
2019
Q2 		$350K Buy
+10,210
New +$313K 0.02% 388

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lido Advisors's PRFT Position: Q2 2022 in Review

Lido Advisors sold out of Perficient Inc (PRFT) in Q2 2022, closing a stake of 3,190 shares — an estimated $351K sold.

Lido Advisors first reported a position in PRFT in Q2 2019 and held it in 6 quarters. The position peaked at $393K in Q4 2019. 290 funds tracked by Wall St. Rank hold PRFT as of Q2 2022.

  • Lido Advisors reported no remaining Perficient Inc position as of Q2 2022 after selling out during the quarter.
  • Lido Advisors sold 3,190 Perficient Inc shares in Q2 2022, an estimated $351K.
  • Lido Advisors first reported a position in Perficient Inc in Q2 2019 and held it in 6 quarters.
  • Lido Advisors's Perficient Inc position peaked at $393K in Q4 2019.
  • 290 funds tracked by Wall St. Rank held Perficient Inc as of Q2 2022.

Based on Lido Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.