MWC
PRFT

MBM Wealth Consultants’s Perficient Inc PRFT Stock Holding History

MBM Wealth Consultants’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
-4,755
Closed -$272K – 125
2023
Q3 		$272K Sell
4,755
-302
-6% -$20.7K 0.12% 84
2023
Q2 		$446K Buy
5,057
+1,021
+25% +$75.2K 0.19% 58
2023
Q1 		$34K Hold
4,036
– – 0.01% 170
2022
Q4 		$287K Buy
+4,036
New +$278K 0.13% 75

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

MBM Wealth Consultants's PRFT Position: Q4 2023 in Review

MBM Wealth Consultants sold out of Perficient Inc (PRFT) in Q4 2023, closing a stake of 4,755 shares — an estimated $272K sold.

MBM Wealth Consultants first reported a position in PRFT in Q4 2022 and held it in 4 quarters. The position peaked at $446K in Q2 2023. 258 funds tracked by Wall St. Rank hold PRFT as of Q4 2023.

  • MBM Wealth Consultants reported no remaining Perficient Inc position as of Q4 2023 after selling out during the quarter.
  • MBM Wealth Consultants sold 4,755 Perficient Inc shares in Q4 2023, an estimated $272K.
  • MBM Wealth Consultants first reported a position in Perficient Inc in Q4 2022 and held it in 4 quarters.
  • MBM Wealth Consultants's Perficient Inc position peaked at $446K in Q2 2023.
  • 258 funds tracked by Wall St. Rank held Perficient Inc as of Q4 2023.

Based on MBM Wealth Consultants's 13F filing for Q4 2023, filed 30 Jan 2024.