SWM
PRFT

Spire Wealth Management’s Perficient Inc PRFT Stock Holding History

Spire Wealth Management’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
2022
Q3 		– Sell
-75
Closed -$7K – 2673
2022
Q2 		$7K Buy
+75
New +$7.46K ﹤0.01% 2053

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Spire Wealth Management's PRFT Position: Q3 2022 in Review

Spire Wealth Management sold out of Perficient Inc (PRFT) in Q3 2022, closing a stake of 75 shares — an estimated $7K sold.

Spire Wealth Management first reported a position in PRFT in Q2 2022 and held it in 1 quarter. The position peaked at $7K in Q2 2022. 271 funds tracked by Wall St. Rank hold PRFT as of Q3 2022.

  • Spire Wealth Management reported no remaining Perficient Inc position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 75 Perficient Inc shares in Q3 2022, an estimated $7K.
  • Spire Wealth Management first reported a position in Perficient Inc in Q2 2022 and held it in 1 quarter.
  • Spire Wealth Management's Perficient Inc position peaked at $7K in Q2 2022.
  • 271 funds tracked by Wall St. Rank held Perficient Inc as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.