OAM
PRFT

Oppenheimer Asset Management’s Perficient Inc PRFT Stock Holding History

Oppenheimer Asset Management’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
-18,830
Closed -$1.06M – 1190
2024
Q1 		$1.06M Buy
18,830
+1,403
+8% +$91.8K 0.02% 670
2023
Q4 		$1.15M Sell
17,427
-4,242
-20% -$261K 0.02% 670
2023
Q3 		$1.25M Buy
+21,669
New +$1.48M 0.02% 628

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

Oppenheimer Asset Management's PRFT Position: Q2 2024 in Review

Oppenheimer Asset Management sold out of Perficient Inc (PRFT) in Q2 2024, closing a stake of 18,830 shares — an estimated $1.06M sold.

Oppenheimer Asset Management first reported a position in PRFT in Q3 2023 and held it in 3 quarters. The position peaked at $1.25M in Q3 2023. 257 funds tracked by Wall St. Rank hold PRFT as of Q2 2024.

  • Oppenheimer Asset Management reported no remaining Perficient Inc position as of Q2 2024 after selling out during the quarter.
  • Oppenheimer Asset Management sold 18,830 Perficient Inc shares in Q2 2024, an estimated $1.06M.
  • Oppenheimer Asset Management first reported a position in Perficient Inc in Q3 2023 and held it in 3 quarters.
  • Oppenheimer Asset Management's Perficient Inc position peaked at $1.25M in Q3 2023.
  • 257 funds tracked by Wall St. Rank held Perficient Inc as of Q2 2024.

Based on Oppenheimer Asset Management's 13F filing for Q2 2024, filed 8 Aug 2024.