MSAM
PRFT

Moloney Securities Asset Management’s Perficient Inc PRFT Stock Holding History

Moloney Securities Asset 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
-13,832
Closed -$910K – 502
2023
Q4 		$910K Buy
+13,832
New +$852K 0.14% 170

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

Moloney Securities Asset Management's PRFT Position: Q1 2024 in Review

Moloney Securities Asset Management sold out of Perficient Inc (PRFT) in Q1 2024, closing a stake of 13,832 shares — an estimated $910K sold.

Moloney Securities Asset Management first reported a position in PRFT in Q4 2023 and held it in 1 quarter. The position peaked at $910K in Q4 2023. 274 funds tracked by Wall St. Rank hold PRFT as of Q1 2024.

  • Moloney Securities Asset Management reported no remaining Perficient Inc position as of Q1 2024 after selling out during the quarter.
  • Moloney Securities Asset Management sold 13,832 Perficient Inc shares in Q1 2024, an estimated $910K.
  • Moloney Securities Asset Management first reported a position in Perficient Inc in Q4 2023 and held it in 1 quarter.
  • Moloney Securities Asset Management's Perficient Inc position peaked at $910K in Q4 2023.
  • 274 funds tracked by Wall St. Rank held Perficient Inc as of Q1 2024.

Based on Moloney Securities Asset Management's 13F filing for Q1 2024, filed 1 May 2024.