LWCFA
PRFT

Loring Wolcott & Coolidge Fiduciary Advisors’s Perficient Inc PRFT Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
Q1 		– Sell
-140
Closed -$18K – 728
2021
Q4 		$18K Hold
140
– – ﹤0.01% 547
2021
Q3 		$16K Sell
140
-27
-16% -$2.78K ﹤0.01% 539
2021
Q2 		$13K Buy
+167
New +$11.8K ﹤0.01% 592
2021
Q1 		– Sell
-167
Closed -$8K – 736
2020
Q4 		$8K Buy
+167
New +$7.58K ﹤0.01% 623

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
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's PRFT Position: Q1 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Perficient Inc (PRFT) in Q1 2022, closing a stake of 140 shares — an estimated $18K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PRFT in Q4 2020 and held it in 4 quarters. The position peaked at $18K in Q4 2021. 314 funds tracked by Wall St. Rank hold PRFT as of Q1 2022.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Perficient Inc position as of Q1 2022 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 140 Perficient Inc shares in Q1 2022, an estimated $18K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Perficient Inc in Q4 2020 and held it in 4 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Perficient Inc position peaked at $18K in Q4 2021.
  • 314 funds tracked by Wall St. Rank held Perficient Inc as of Q1 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2022, filed 13 Apr 2022.