PWAG
PRFT

Polaris Wealth Advisory Group’s Perficient Inc PRFT Stock Holding History

Polaris Wealth Advisory Group’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
2022
Q1 		– Sell
-12,621
Closed -$1.63M – 209
2021
Q4 		$1.63M Buy
+12,621
New +$1.66M 0.09% 101

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Polaris Wealth Advisory Group's PRFT Position: Q1 2022 in Review

Polaris Wealth Advisory Group sold out of Perficient Inc (PRFT) in Q1 2022, closing a stake of 12,621 shares — an estimated $1.63M sold.

Polaris Wealth Advisory Group first reported a position in PRFT in Q4 2021 and held it in 1 quarter. The position peaked at $1.63M in Q4 2021. 314 funds tracked by Wall St. Rank hold PRFT as of Q1 2022.

  • Polaris Wealth Advisory Group reported no remaining Perficient Inc position as of Q1 2022 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 12,621 Perficient Inc shares in Q1 2022, an estimated $1.63M.
  • Polaris Wealth Advisory Group first reported a position in Perficient Inc in Q4 2021 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Perficient Inc position peaked at $1.63M in Q4 2021.
  • 314 funds tracked by Wall St. Rank held Perficient Inc as of Q1 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2022, filed 19 Apr 2022.