NC
PRFT

NewSquare Capital’s Perficient Inc PRFT Stock Holding History

NewSquare Capital’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
Q3 		– Sell
-14
Closed -$1.17K – 922
2023
Q2 		$1.17K Hold
14
– – ﹤0.01% 589
2023
Q1 		$1.01K Hold
14
– – ﹤0.01% 651
2022
Q4 		$978 Buy
+14
New +$966 ﹤0.01% 576

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
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

NewSquare Capital's PRFT Position: Q3 2023 in Review

NewSquare Capital sold out of Perficient Inc (PRFT) in Q3 2023, closing a stake of 14 shares — an estimated $1.17K sold.

NewSquare Capital first reported a position in PRFT in Q4 2022 and held it in 3 quarters. The position peaked at $1.17K in Q2 2023. 256 funds tracked by Wall St. Rank hold PRFT as of Q3 2023.

  • NewSquare Capital reported no remaining Perficient Inc position as of Q3 2023 after selling out during the quarter.
  • NewSquare Capital sold 14 Perficient Inc shares in Q3 2023, an estimated $1.17K.
  • NewSquare Capital first reported a position in Perficient Inc in Q4 2022 and held it in 3 quarters.
  • NewSquare Capital's Perficient Inc position peaked at $1.17K in Q2 2023.
  • 256 funds tracked by Wall St. Rank held Perficient Inc as of Q3 2023.

Based on NewSquare Capital's 13F filing for Q3 2023, filed 3 Nov 2023.