LAS
PRFT

Lloyd Advisory Services’s Perficient Inc PRFT Stock Holding History

Lloyd Advisory Services’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
-5,649
Closed -$327K – 348
2023
Q3 		$327K Buy
+5,649
New +$387K 0.11% 174
2022
Q2 		– Sell
-6
Closed -$1K – 592
2022
Q1 		$1K Buy
+6
New +$629 ﹤0.01% 592

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

Lloyd Advisory Services's PRFT Position: Q4 2023 in Review

Lloyd Advisory Services sold out of Perficient Inc (PRFT) in Q4 2023, closing a stake of 5,649 shares — an estimated $327K sold.

Lloyd Advisory Services first reported a position in PRFT in Q1 2022 and held it in 2 quarters. The position peaked at $327K in Q3 2023. 258 funds tracked by Wall St. Rank hold PRFT as of Q4 2023.

  • Lloyd Advisory Services reported no remaining Perficient Inc position as of Q4 2023 after selling out during the quarter.
  • Lloyd Advisory Services sold 5,649 Perficient Inc shares in Q4 2023, an estimated $327K.
  • Lloyd Advisory Services first reported a position in Perficient Inc in Q1 2022 and held it in 2 quarters.
  • Lloyd Advisory Services's Perficient Inc position peaked at $327K in Q3 2023.
  • 258 funds tracked by Wall St. Rank held Perficient Inc as of Q4 2023.

Based on Lloyd Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.