Sheaff Brock Investment Advisors’s Perficient Inc PRFT Stock Holding History

Sheaff Brock Investment 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 Q1	–	Sell	-14,926	Closed	-$1.04M	–	554
2022 Q4	$1.04M	Buy	14,926 +473	+3%	+$32.6K	0.1%	162
2022 Q3	$940K	Sell	14,453 -81	-0.6%	-$6.76K	0.1%	159
2022 Q2	$1.33M	Buy	14,534 +165	+1%	+$16.4K	0.11%	118
2022 Q1	$1.58M	Buy	14,369 +152	+1%	+$15.9K	0.11%	122
2021 Q4	$1.84M	Sell	14,217 -959	-6%	-$126K	0.12%	115
2021 Q3	$1.76M	Sell	15,176 -2,514	-14%	-$259K	0.13%	110
2021 Q2	$1.42M	Buy	+17,690	New	+$1.25M	0.1%	130

Other funds holding PRFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Sheaff Brock Investment Advisors's PRFT Position: Q1 2023 in Review

Sheaff Brock Investment Advisors sold out of Perficient Inc (PRFT) in Q1 2023, closing a stake of 14,926 shares — an estimated $1.04M sold.

Sheaff Brock Investment Advisors first reported a position in PRFT in Q2 2021 and held it in 7 quarters. The position peaked at $1.84M in Q4 2021. 270 funds tracked by Wall St. Rank hold PRFT as of Q1 2023.

Sheaff Brock Investment Advisors reported no remaining Perficient Inc position as of Q1 2023 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 14,926 Perficient Inc shares in Q1 2023, an estimated $1.04M.
Sheaff Brock Investment Advisors first reported a position in Perficient Inc in Q2 2021 and held it in 7 quarters.
Sheaff Brock Investment Advisors's Perficient Inc position peaked at $1.84M in Q4 2021.
270 funds tracked by Wall St. Rank held Perficient Inc as of Q1 2023.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2023, filed 1 May 2023.