SC
PRFT

Schubert & Co’s Perficient Inc PRFT Stock Holding History

Schubert & Co’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
-15
Closed -$1.08K – 1619
2023
Q1 		$1.08K Buy
15
+2
+15% +$146 ﹤0.01% 1165
2022
Q4 		$908 Buy
13
+11
+550% +$759 ﹤0.01% 1207
2022
Q3 		$0 Sell
2
-7
-78% -$584 ﹤0.01% 1631
2022
Q2 		$1K Buy
9
+6
+200% +$597 ﹤0.01% 1389
2022
Q1 		$0 Sell
3
-2
-40% -$210 ﹤0.01% 1396
2021
Q4 		$1K Buy
+5
New +$658 ﹤0.01% 953

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

Schubert & Co's PRFT Position: Q2 2023 in Review

Schubert & Co sold out of Perficient Inc (PRFT) in Q2 2023, closing a stake of 15 shares — an estimated $1.08K sold.

Schubert & Co first reported a position in PRFT in Q4 2021 and held it in 6 quarters. The position peaked at $1.08K in Q1 2023. 247 funds tracked by Wall St. Rank hold PRFT as of Q2 2023.

  • Schubert & Co reported no remaining Perficient Inc position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 15 Perficient Inc shares in Q2 2023, an estimated $1.08K.
  • Schubert & Co first reported a position in Perficient Inc in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Perficient Inc position peaked at $1.08K in Q1 2023.
  • 247 funds tracked by Wall St. Rank held Perficient Inc as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.