SFG
PRFT

Steward Financial Group’s Perficient Inc PRFT Stock Holding History

Steward Financial Group’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
Q3 		$0 Buy
+4
New +$274 ﹤0.01% 1612
2023
Q2 		– Sell
-12
Closed – – 1060
2023
Q1 		$0 Buy
12
+9
+300% +$657 ﹤0.01% 951
2022
Q4 		$0 Buy
+3
New +$207 ﹤0.01% 867
2022
Q3 		– Sell
-1
Closed – – 1409
2022
Q2 		$0 Buy
+1
New +$99 ﹤0.01% 1454

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Steward Financial Group's PRFT Position: Q3 2023 in Review

Steward Financial Group opened a new position in Perficient Inc (PRFT) in Q3 2023: 4 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1612 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in PRFT as recently as Q1 2023.

Steward Financial Group first reported a position in PRFT in Q2 2022 and has held it in 4 quarters since. 256 funds tracked by Wall St. Rank hold PRFT as of Q3 2023.

  • Steward Financial Group held 4 shares of Perficient Inc worth $0 as of Q3 2023.
  • Perficient Inc was a new Steward Financial Group position in Q3 2023.
  • Perficient Inc made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1612 holding.
  • Steward Financial Group first reported a position in Perficient Inc in Q2 2022 and has held it in 4 quarters since.
  • 256 funds tracked by Wall St. Rank held Perficient Inc as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.