PWG
PRFT

Portside Wealth Group’s Perficient Inc PRFT Stock Holding History

Portside Wealth 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
2024
Q2 		– Sell
-4,403
Closed -$248K – 407
2024
Q1 		$248K Buy
4,403
+98
+2% +$6.42K 0.05% 308
2023
Q4 		$283K Sell
4,305
-40
-0.9% -$2.46K 0.05% 277
2023
Q3 		$251K Buy
+4,345
New +$298K 0.05% 276

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

Portside Wealth Group's PRFT Position: Q2 2024 in Review

Portside Wealth Group sold out of Perficient Inc (PRFT) in Q2 2024, closing a stake of 4,403 shares — an estimated $248K sold.

Portside Wealth Group first reported a position in PRFT in Q3 2023 and held it in 3 quarters. The position peaked at $283K in Q4 2023. 257 funds tracked by Wall St. Rank hold PRFT as of Q2 2024.

  • Portside Wealth Group reported no remaining Perficient Inc position as of Q2 2024 after selling out during the quarter.
  • Portside Wealth Group sold 4,403 Perficient Inc shares in Q2 2024, an estimated $248K.
  • Portside Wealth Group first reported a position in Perficient Inc in Q3 2023 and held it in 3 quarters.
  • Portside Wealth Group's Perficient Inc position peaked at $283K in Q4 2023.
  • 257 funds tracked by Wall St. Rank held Perficient Inc as of Q2 2024.

Based on Portside Wealth Group's 13F filing for Q2 2024, filed 18 Jul 2024.