ST
PRFT

Sageworth Trust’s Perficient Inc PRFT Stock Holding History

Sageworth Trust’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
Q2 		– Sell
-46
Closed -$3.32K – 468
2023
Q1 		$3.32K Hold
46
– – ﹤0.01% 414
2022
Q4 		$3K Hold
46
– – ﹤0.01% 324
2022
Q3 		$3K Hold
46
– – ﹤0.01% 298
2022
Q2 		$4K Hold
46
– – ﹤0.01% 310
2022
Q1 		$5K Hold
46
– – ﹤0.01% 256
2021
Q4 		$6K Sell
46
-154
-77% -$20.3K ﹤0.01% 370
2021
Q3 		$23K Hold
200
– – ﹤0.01% 332
2021
Q2 		$16K Buy
+200
New +$14.1K ﹤0.01% 464

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
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sageworth Trust's PRFT Position: Q2 2023 in Review

Sageworth Trust sold out of Perficient Inc (PRFT) in Q2 2023, closing a stake of 46 shares — an estimated $3.32K sold.

Sageworth Trust first reported a position in PRFT in Q2 2021 and held it in 8 quarters. The position peaked at $23K in Q3 2021. 247 funds tracked by Wall St. Rank hold PRFT as of Q2 2023.

  • Sageworth Trust reported no remaining Perficient Inc position as of Q2 2023 after selling out during the quarter.
  • Sageworth Trust sold 46 Perficient Inc shares in Q2 2023, an estimated $3.32K.
  • Sageworth Trust first reported a position in Perficient Inc in Q2 2021 and held it in 8 quarters.
  • Sageworth Trust's Perficient Inc position peaked at $23K in Q3 2021.
  • 247 funds tracked by Wall St. Rank held Perficient Inc as of Q2 2023.

Based on Sageworth Trust's 13F filing for Q2 2023, filed 26 Jul 2023.