OPS
PRFT

Orion Portfolio Solutions’s Perficient Inc PRFT Stock Holding History

Orion Portfolio Solutions’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
-7,542
Closed -$425K – 1823
2024
Q1 		$425K Buy
7,542
+958
+15% +$62.7K ﹤0.01% 1340
2023
Q4 		$419K Sell
6,584
-2,153
-25% -$133K ﹤0.01% 1280
2023
Q3 		$506K Buy
8,737
+2,879
+49% +$197K 0.01% 1201
2023
Q2 		$488K Buy
5,858
+5
+0.1% +$368 0.01% 1218
2023
Q1 		$423K Buy
+5,853
New +$427K 0.01% 1199

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

Orion Portfolio Solutions's PRFT Position: Q2 2024 in Review

Orion Portfolio Solutions sold out of Perficient Inc (PRFT) in Q2 2024, closing a stake of 7,542 shares — an estimated $425K sold.

Orion Portfolio Solutions first reported a position in PRFT in Q1 2023 and held it in 5 quarters. The position peaked at $506K in Q3 2023. 257 funds tracked by Wall St. Rank hold PRFT as of Q2 2024.

  • Orion Portfolio Solutions reported no remaining Perficient Inc position as of Q2 2024 after selling out during the quarter.
  • Orion Portfolio Solutions sold 7,542 Perficient Inc shares in Q2 2024, an estimated $425K.
  • Orion Portfolio Solutions first reported a position in Perficient Inc in Q1 2023 and held it in 5 quarters.
  • Orion Portfolio Solutions's Perficient Inc position peaked at $506K in Q3 2023.
  • 257 funds tracked by Wall St. Rank held Perficient Inc as of Q2 2024.

Based on Orion Portfolio Solutions's 13F filing for Q2 2024, filed 13 Aug 2024.