PFO
PRFT

Pathstone Family Office’s Perficient Inc PRFT Stock Holding History

Pathstone Family Office’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
-6,788
Closed -$622K – 1697
2023
Q2 		$622K Buy
6,788
+356
+6% +$26.2K 0.01% 658
2023
Q1 		$496K Sell
6,432
-17,418
-73% -$1.27M 0.01% 700
2022
Q4 		$1.43M Buy
23,850
+6,350
+36% +$438K 0.01% 614
2022
Q3 		$1.14M Buy
17,500
+9,695
+124% +$809K 0.01% 669
2022
Q2 		$716K Sell
7,805
-348
-4% -$34.6K 0.02% 439
2022
Q1 		$897K Buy
8,153
+394
+5% +$41.3K 0.02% 355
2021
Q4 		$1M Sell
7,759
-3,236
-29% -$426K 0.03% 338
2021
Q3 		$1.27M Buy
10,995
+601
+6% +$61.8K 0.04% 234
2021
Q2 		$836K Buy
10,394
+2,520
+32% +$178K 0.03% 319
2021
Q1 		$462K Buy
7,874
+7,858
+49,113% +$445K 0.02% 356
2020
Q4 		$1K Hold
16
– – ﹤0.01% 1125
2020
Q3 		$1K Sell
16
-16
-50% -$645 ﹤0.01% 772
2020
Q2 		$2K Buy
+32
New +$1.06K ﹤0.01% 651

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

Pathstone Family Office's PRFT Position: Q3 2023 in Review

Pathstone Family Office sold out of Perficient Inc (PRFT) in Q3 2023, closing a stake of 6,788 shares — an estimated $622K sold.

Pathstone Family Office first reported a position in PRFT in Q2 2020 and held it in 13 quarters. The position peaked at $1.43M in Q4 2022. 256 funds tracked by Wall St. Rank hold PRFT as of Q3 2023.

  • Pathstone Family Office reported no remaining Perficient Inc position as of Q3 2023 after selling out during the quarter.
  • Pathstone Family Office sold 6,788 Perficient Inc shares in Q3 2023, an estimated $622K.
  • Pathstone Family Office first reported a position in Perficient Inc in Q2 2020 and held it in 13 quarters.
  • Pathstone Family Office's Perficient Inc position peaked at $1.43M in Q4 2022.
  • 256 funds tracked by Wall St. Rank held Perficient Inc as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.