PMA
PRFT

Prudent Man Advisors’s Perficient Inc PRFT Stock Holding History

Prudent Man Advisors’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
-2,619
Closed -$218K – 218
2023
Q2 		$218K Buy
+2,619
New +$193K 0.08% 178
2022
Q3 		– Sell
-2,311
Closed -$212K – 178
2022
Q2 		$212K Sell
2,311
-139
-6% -$13.8K 0.1% 144
2022
Q1 		$270K Sell
2,450
-135
-5% -$14.1K 0.11% 140
2021
Q4 		$334K Sell
2,585
-2,499
-49% -$329K 0.13% 126
2021
Q3 		$588K Sell
5,084
-30
-0.6% -$3.09K 0.22% 89
2021
Q2 		$411K Sell
5,114
-37
-0.7% -$2.61K 0.16% 116
2021
Q1 		$302K Buy
5,151
+25
+0.5% +$1.42K 0.13% 136
2020
Q4 		$244K Buy
5,126
+11
+0.2% +$499 0.1% 151
2020
Q3 		$219K Buy
+5,115
New +$206K 0.12% 144

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

Prudent Man Advisors's PRFT Position: Q3 2023 in Review

Prudent Man Advisors sold out of Perficient Inc (PRFT) in Q3 2023, closing a stake of 2,619 shares — an estimated $218K sold.

Prudent Man Advisors first reported a position in PRFT in Q3 2020 and held it in 9 quarters. The position peaked at $588K in Q3 2021. 256 funds tracked by Wall St. Rank hold PRFT as of Q3 2023.

  • Prudent Man Advisors reported no remaining Perficient Inc position as of Q3 2023 after selling out during the quarter.
  • Prudent Man Advisors sold 2,619 Perficient Inc shares in Q3 2023, an estimated $218K.
  • Prudent Man Advisors first reported a position in Perficient Inc in Q3 2020 and held it in 9 quarters.
  • Prudent Man Advisors's Perficient Inc position peaked at $588K in Q3 2021.
  • 256 funds tracked by Wall St. Rank held Perficient Inc as of Q3 2023.

Based on Prudent Man Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.