OIA
PRFT

Optimum Investment Advisors’s Perficient Inc PRFT Stock Holding History

Optimum Investment 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
2020
Q2 		– Sell
-500
Closed -$14K – 937
2020
Q1 		$14K Hold
500
– – 0.01% 641
2019
Q4 		$23K Buy
+500
New +$20.4K 0.01% 652
2019
Q2 		– Sell
-800
Closed -$22K – 1017
2019
Q1 		$22K Buy
+800
New +$21.1K 0.01% 673

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Optimum Investment Advisors's PRFT Position: Q2 2020 in Review

Optimum Investment Advisors sold out of Perficient Inc (PRFT) in Q2 2020, closing a stake of 500 shares — an estimated $14K sold.

Optimum Investment Advisors first reported a position in PRFT in Q1 2019 and held it in 3 quarters. The position peaked at $23K in Q4 2019. 227 funds tracked by Wall St. Rank hold PRFT as of Q2 2020.

  • Optimum Investment Advisors reported no remaining Perficient Inc position as of Q2 2020 after selling out during the quarter.
  • Optimum Investment Advisors sold 500 Perficient Inc shares in Q2 2020, an estimated $14K.
  • Optimum Investment Advisors first reported a position in Perficient Inc in Q1 2019 and held it in 3 quarters.
  • Optimum Investment Advisors's Perficient Inc position peaked at $23K in Q4 2019.
  • 227 funds tracked by Wall St. Rank held Perficient Inc as of Q2 2020.

Based on Optimum Investment Advisors's 13F filing for Q2 2020, filed 16 Jul 2020.