Operose Advisors’s Perficient Inc PRFT Stock Holding History

Operose 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 Q4	–	Sell	-319	Closed	-$18.5K	–	749
2023 Q3	$18.5K	Buy	+319	New	+$21.8K	0.01%	484

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

Operose Advisors's PRFT Position: Q4 2023 in Review

Operose Advisors sold out of Perficient Inc (PRFT) in Q4 2023, closing a stake of 319 shares — an estimated $18.5K sold.

Operose Advisors first reported a position in PRFT in Q3 2023 and held it in 1 quarter. The position peaked at $18.5K in Q3 2023. 258 funds tracked by Wall St. Rank hold PRFT as of Q4 2023.

Operose Advisors reported no remaining Perficient Inc position as of Q4 2023 after selling out during the quarter.
Operose Advisors sold 319 Perficient Inc shares in Q4 2023, an estimated $18.5K.
Operose Advisors first reported a position in Perficient Inc in Q3 2023 and held it in 1 quarter.
Operose Advisors's Perficient Inc position peaked at $18.5K in Q3 2023.
258 funds tracked by Wall St. Rank held Perficient Inc as of Q4 2023.

Based on Operose Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.