RPWA
PRFT

Regent Peak Wealth Advisors’s Perficient Inc PRFT Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-12
Closed -$1K – 1057
2020
Q4 		$1K Buy
+12
New +$544 ﹤0.01% 1024

Other funds holding PRFT

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Vanguard Group
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Dimensional Fund Advisors
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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

Regent Peak Wealth Advisors's PRFT Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Perficient Inc (PRFT) in Q1 2021, closing a stake of 12 shares — an estimated $1K sold.

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

  • Regent Peak Wealth Advisors reported no remaining Perficient Inc position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 12 Perficient Inc shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in Perficient Inc in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Perficient Inc position peaked at $1K in Q4 2020.
  • 251 funds tracked by Wall St. Rank held Perficient Inc as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.