NewEdge Advisors’s Perficient Inc PRFT Stock Holding History

NewEdge 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
2023 Q2	–	Sell	-4,326	Closed	-$312K	–	3660
2023 Q1	$312K	Buy	4,326 +101	+2%	+$7.38K	﹤0.01%	1358
2022 Q4	$295K	Buy	+4,225	New	+$291K	0.01%	1013
2022 Q1	–	Sell	-13,785	Closed	-$1.78M	–	1701
2021 Q4	$1.78M	Buy	13,785 +1,315	+11%	+$173K	0.03%	490
2021 Q3	$1.44M	Buy	12,470 +5,066	+68%	+$521K	0.04%	409
2021 Q2	$595K	Buy	+7,404	New	+$522K	0.02%	690

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NewEdge Advisors's PRFT Position: Q2 2023 in Review

NewEdge Advisors sold out of Perficient Inc (PRFT) in Q2 2023, closing a stake of 4,326 shares — an estimated $312K sold.

NewEdge Advisors first reported a position in PRFT in Q2 2021 and held it in 5 quarters. The position peaked at $1.78M in Q4 2021. 247 funds tracked by Wall St. Rank hold PRFT as of Q2 2023.

NewEdge Advisors reported no remaining Perficient Inc position as of Q2 2023 after selling out during the quarter.
NewEdge Advisors sold 4,326 Perficient Inc shares in Q2 2023, an estimated $312K.
NewEdge Advisors first reported a position in Perficient Inc in Q2 2021 and held it in 5 quarters.
NewEdge Advisors's Perficient Inc position peaked at $1.78M in Q4 2021.
247 funds tracked by Wall St. Rank held Perficient Inc as of Q2 2023.

Based on NewEdge Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.