PWPS
PRFT

Pinnacle Wealth Planning Services’s Perficient Inc PRFT Stock Holding History

Pinnacle Wealth Planning Services’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
2021
Q1 		– Sell
-553
Closed -$27K – 2061
2020
Q4 		$27K Buy
+553
New +$25.1K 0.01% 1044

Other funds holding PRFT

BlackRock
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Wellington Management Group
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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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Pinnacle Wealth Planning Services's PRFT Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Perficient Inc (PRFT) in Q1 2021, closing a stake of 553 shares — an estimated $27K sold.

Pinnacle Wealth Planning Services first reported a position in PRFT in Q4 2020 and held it in 1 quarter. The position peaked at $27K in Q4 2020. 251 funds tracked by Wall St. Rank hold PRFT as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Perficient Inc position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 553 Perficient Inc shares in Q1 2021, an estimated $27K.
  • Pinnacle Wealth Planning Services first reported a position in Perficient Inc in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Perficient Inc position peaked at $27K in Q4 2020.
  • 251 funds tracked by Wall St. Rank held Perficient Inc as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.