MGIA
PRFT

Moneta Group Investment Advisors’s Perficient Inc PRFT Stock Holding History

Moneta Group Investment 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
2024
Q2 		– Sell
-9,448
Closed -$532K – 637
2024
Q1 		$532K Hold
9,448
– – 0.01% 366
2023
Q4 		$622K Hold
9,448
– – 0.01% 302
2023
Q3 		$547K Sell
9,448
-1,338
-12% -$91.6K 0.01% 298
2023
Q2 		$899K Sell
10,786
-55
-0.5% -$4.05K 0.02% 237
2023
Q1 		$783K Buy
10,841
+799
+8% +$58.3K 0.02% 247
2022
Q4 		$745K Sell
10,042
-616
-6% -$42.5K 0.02% 240
2022
Q3 		$693K Buy
10,658
+1,017
+11% +$84.9K 0.03% 226
2022
Q2 		$884K Sell
9,641
-859
-8% -$85.5K 0.03% 219
2022
Q1 		$1.16M Sell
10,500
-4
-0% -$419 0.05% 183
2021
Q4 		$1.36M Buy
10,504
+3
+0% +$395 0.06% 168
2021
Q3 		$1.22M Sell
10,501
-1,499
-12% -$154K 0.06% 170
2021
Q2 		$965K Sell
12,000
-994
-8% -$70.1K 0.04% 200
2021
Q1 		$763K Sell
12,994
-4,005
-24% -$227K 0.04% 203
2020
Q4 		$810K Sell
16,999
-11
-0.1% -$499 0.06% 158
2020
Q3 		$727K Buy
17,010
+17
+0.1% +$685 0.06% 143
2020
Q2 		$608K Buy
+16,993
New +$564K 0.06% 141
2019
Q1 		– Sell
-729,874
Closed -$16.2M – 266
2018
Q4 		$16.2M Buy
+729,874
New +$17.9M 1.94% 12
2016
Q1 		– Sell
-30,389
Closed -$523K – 172
2015
Q4 		$523K Buy
30,389
+114
+0.4% +$1.94K 0.13% 75
2015
Q3 		$466K Buy
30,275
+95
+0.3% +$1.54K 0.13% 76
2015
Q2 		$580K Buy
+30,180
New +$602K 0.18% 67

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Moneta Group Investment Advisors's PRFT Position: Q2 2024 in Review

Moneta Group Investment Advisors sold out of Perficient Inc (PRFT) in Q2 2024, closing a stake of 9,448 shares — an estimated $532K sold.

Moneta Group Investment Advisors first reported a position in PRFT in Q2 2015 and held it in 20 quarters. The position peaked at $16.2M in Q4 2018. 257 funds tracked by Wall St. Rank hold PRFT as of Q2 2024.

  • Moneta Group Investment Advisors reported no remaining Perficient Inc position as of Q2 2024 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 9,448 Perficient Inc shares in Q2 2024, an estimated $532K.
  • Moneta Group Investment Advisors first reported a position in Perficient Inc in Q2 2015 and held it in 20 quarters.
  • Moneta Group Investment Advisors's Perficient Inc position peaked at $16.2M in Q4 2018.
  • 257 funds tracked by Wall St. Rank held Perficient Inc as of Q2 2024.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.