MWM
PRFT

Meridian Wealth Management’s Perficient Inc PRFT Stock Holding History

Meridian Wealth Management’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
Q1 		– Sell
-8,181
Closed -$538K – 599
2023
Q4 		$538K Sell
8,181
-29
-0.4% -$1.78K 0.03% 367
2023
Q3 		$475K Sell
8,210
-573
-7% -$39.2K 0.03% 378
2023
Q2 		$732K Hold
8,783
– – 0.06% 250
2023
Q1 		$634K Hold
8,783
– – 0.06% 281
2022
Q4 		$613K Sell
8,783
-34
-0.4% -$2.35K 0.06% 272
2022
Q3 		$573K Sell
8,817
-9,784
-53% -$816K 0.06% 257
2022
Q2 		$1.71M Buy
+18,601
New +$1.85M 0.14% 161

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Meridian Wealth Management's PRFT Position: Q1 2024 in Review

Meridian Wealth Management sold out of Perficient Inc (PRFT) in Q1 2024, closing a stake of 8,181 shares — an estimated $538K sold.

Meridian Wealth Management first reported a position in PRFT in Q2 2022 and held it in 7 quarters. The position peaked at $1.71M in Q2 2022. 274 funds tracked by Wall St. Rank hold PRFT as of Q1 2024.

  • Meridian Wealth Management reported no remaining Perficient Inc position as of Q1 2024 after selling out during the quarter.
  • Meridian Wealth Management sold 8,181 Perficient Inc shares in Q1 2024, an estimated $538K.
  • Meridian Wealth Management first reported a position in Perficient Inc in Q2 2022 and held it in 7 quarters.
  • Meridian Wealth Management's Perficient Inc position peaked at $1.71M in Q2 2022.
  • 274 funds tracked by Wall St. Rank held Perficient Inc as of Q1 2024.

Based on Meridian Wealth Management's 13F filing for Q1 2024, filed 25 Apr 2024.