SGCA
PRFT

Steel Grove Capital Advisors’s Perficient Inc PRFT Stock Holding History

Steel Grove Capital 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
2022
Q2 		– Sell
-2,000
Closed -$220K – 159
2022
Q1 		$220K Hold
2,000
– – 0.03% 144
2021
Q4 		$259K Hold
2,000
– – 0.05% 126
2021
Q3 		$231K Buy
+2,000
New +$206K 0.05% 131

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Steel Grove Capital Advisors's PRFT Position: Q2 2022 in Review

Steel Grove Capital Advisors sold out of Perficient Inc (PRFT) in Q2 2022, closing a stake of 2,000 shares — an estimated $220K sold.

Steel Grove Capital Advisors first reported a position in PRFT in Q3 2021 and held it in 3 quarters. The position peaked at $259K in Q4 2021. 290 funds tracked by Wall St. Rank hold PRFT as of Q2 2022.

  • Steel Grove Capital Advisors reported no remaining Perficient Inc position as of Q2 2022 after selling out during the quarter.
  • Steel Grove Capital Advisors sold 2,000 Perficient Inc shares in Q2 2022, an estimated $220K.
  • Steel Grove Capital Advisors first reported a position in Perficient Inc in Q3 2021 and held it in 3 quarters.
  • Steel Grove Capital Advisors's Perficient Inc position peaked at $259K in Q4 2021.
  • 290 funds tracked by Wall St. Rank held Perficient Inc as of Q2 2022.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2022, filed 20 Jul 2022.