Newbridge Financial Services Group’s Perficient Inc PRFT Stock Holding History

Newbridge Financial Services Group’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	-650	Closed	-$37.6K	–	1351
2023 Q3	$37.6K	Hold	650	–	–	0.02%	487
2023 Q2	$54.2K	Hold	650	–	–	0.03%	435
2023 Q1	$46.9K	Hold	650	–	–	0.02%	478
2022 Q4	$45.4K	Hold	650	–	–	0.03%	489
2022 Q3	$42K	Hold	650	–	–	0.02%	500
2022 Q2	$60K	Hold	650	–	–	0.04%	370
2022 Q1	$72K	Hold	650	–	–	0.04%	376
2021 Q4	$84K	Hold	650	–	–	0.04%	348
2021 Q3	$75K	Hold	650	–	–	0.05%	314
2021 Q2	$52K	Hold	650	–	–	0.03%	437
2021 Q1	$38K	Hold	650	–	–	0.03%	475
2020 Q4	$31K	Hold	650	–	–	0.03%	442
2020 Q3	$28K	Buy	+650	New	+$26.2K	0.03%	425

Other funds holding PRFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Newbridge Financial Services Group's PRFT Position: Q4 2023 in Review

Newbridge Financial Services Group sold out of Perficient Inc (PRFT) in Q4 2023, closing a stake of 650 shares — an estimated $37.6K sold.

Newbridge Financial Services Group first reported a position in PRFT in Q3 2020 and held it in 13 quarters. The position peaked at $84K in Q4 2021. 258 funds tracked by Wall St. Rank hold PRFT as of Q4 2023.

Newbridge Financial Services Group reported no remaining Perficient Inc position as of Q4 2023 after selling out during the quarter.
Newbridge Financial Services Group sold 650 Perficient Inc shares in Q4 2023, an estimated $37.6K.
Newbridge Financial Services Group first reported a position in Perficient Inc in Q3 2020 and held it in 13 quarters.
Newbridge Financial Services Group's Perficient Inc position peaked at $84K in Q4 2021.
258 funds tracked by Wall St. Rank held Perficient Inc as of Q4 2023.

Based on Newbridge Financial Services Group's 13F filing for Q4 2023, filed 28 Mar 2024.