MYIA
PRFT

Mount Yale Investment Advisors’s Perficient Inc PRFT Stock Holding History

Mount Yale 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
-9,965
Closed -$561K – 583
2024
Q1 		$561K Buy
9,965
+5,738
+136% +$376K 0.04% 331
2023
Q4 		$278K Sell
4,227
-6,216
-60% -$383K 0.03% 428
2023
Q3 		$604K Buy
+10,443
New +$715K 0.07% 272

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

Mount Yale Investment Advisors's PRFT Position: Q2 2024 in Review

Mount Yale Investment Advisors sold out of Perficient Inc (PRFT) in Q2 2024, closing a stake of 9,965 shares — an estimated $561K sold.

Mount Yale Investment Advisors first reported a position in PRFT in Q3 2023 and held it in 3 quarters. The position peaked at $604K in Q3 2023. 257 funds tracked by Wall St. Rank hold PRFT as of Q2 2024.

  • Mount Yale Investment Advisors reported no remaining Perficient Inc position as of Q2 2024 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 9,965 Perficient Inc shares in Q2 2024, an estimated $561K.
  • Mount Yale Investment Advisors first reported a position in Perficient Inc in Q3 2023 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Perficient Inc position peaked at $604K in Q3 2023.
  • 257 funds tracked by Wall St. Rank held Perficient Inc as of Q2 2024.

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