PWMG
PRFT

Prestige Wealth Management Group’s Perficient Inc PRFT Stock Holding History

Prestige Wealth Management 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
Q1 		– Sell
-10
Closed -$659 – 1051
2023
Q4 		$659 Hold
10
– – ﹤0.01% 914
2023
Q3 		$579 Buy
+10
New +$685 ﹤0.01% 950

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
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

Prestige Wealth Management Group's PRFT Position: Q1 2024 in Review

Prestige Wealth Management Group sold out of Perficient Inc (PRFT) in Q1 2024, closing a stake of 10 shares — an estimated $659 sold.

Prestige Wealth Management Group first reported a position in PRFT in Q3 2023 and held it in 2 quarters. The position peaked at $659 in Q4 2023. 274 funds tracked by Wall St. Rank hold PRFT as of Q1 2024.

  • Prestige Wealth Management Group reported no remaining Perficient Inc position as of Q1 2024 after selling out during the quarter.
  • Prestige Wealth Management Group sold 10 Perficient Inc shares in Q1 2024, an estimated $659.
  • Prestige Wealth Management Group first reported a position in Perficient Inc in Q3 2023 and held it in 2 quarters.
  • Prestige Wealth Management Group's Perficient Inc position peaked at $659 in Q4 2023.
  • 274 funds tracked by Wall St. Rank held Perficient Inc as of Q1 2024.

Based on Prestige Wealth Management Group's 13F filing for Q1 2024, filed 26 Apr 2024.