SWA
PRFT

Sutton Wealth Advisors’s Perficient Inc PRFT Stock Holding History

Sutton Wealth 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
-840
Closed -$58.7K – 1620
2022
Q4 		$58.7K Sell
840
-2
-0.2% -$138 0.02% 346
2022
Q3 		$54.7K Buy
842
+2
+0.2% +$167 0.02% 360
2022
Q2 		$77K Hold
840
– – 0.03% 281
2022
Q1 		$92.5K Buy
840
+2
+0.2% +$210 0.03% 262
2021
Q4 		$108K Sell
838
-42
-5% -$5.53K 0.04% 246
2021
Q3 		$102K Sell
880
-206
-19% -$21.2K 0.04% 245
2021
Q2 		$87.3K Sell
1,086
-14
-1% -$987 0.03% 271
2021
Q1 		$64.6K Hold
1,100
– – 0.03% 326
2020
Q4 		$52.4K Hold
1,100
– – 0.02% 339
2020
Q3 		$47K Hold
1,100
– – 0.02% 316
2020
Q2 		$39.4K Hold
1,100
– – 0.02% 354
2020
Q1 		$29.8K Hold
1,100
– – 0.02% 373
2019
Q4 		$50.7K Hold
1,100
– – 0.03% 301
2019
Q3 		$42.4K Hold
1,100
– – 0.02% 344
2019
Q2 		$37.8K Hold
1,100
– – 0.02% 378
2019
Q1 		$30.1K Hold
1,100
– – 0.02% 440
2018
Q4 		$24.5K Hold
1,100
– – 0.02% 460
2018
Q3 		$29.3K Hold
1,100
– – 0.02% 449
2018
Q2 		$29K Hold
1,100
– – 0.02% 448
2018
Q1 		$25.2K Hold
1,100
– – 0.02% 480
2017
Q4 		$21K Hold
1,100
– – 0.02% 541
2017
Q3 		$21.6K Hold
1,100
– – 0.02% 521
2017
Q2 		$20.5K Hold
1,100
– – 0.02% 518
2017
Q1 		$19.1K Sell
1,100
-107
-9% -$1.91K 0.02% 530
2016
Q4 		$21.1K Hold
1,207
– – 0.02% 475
2016
Q3 		$24.3K Hold
1,207
– – 0.02% 411
2016
Q2 		$24.5K Hold
1,207
– – 0.02% 392
2016
Q1 		$26.2K Buy
+1,207
New +$22.3K 0.02% 363

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aberdeen Group
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Sutton Wealth Advisors's PRFT Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Perficient Inc (PRFT) in Q1 2023, closing a stake of 840 shares — an estimated $58.7K sold.

Sutton Wealth Advisors first reported a position in PRFT in Q1 2016 and held it in 28 quarters. The position peaked at $108K in Q4 2021. 270 funds tracked by Wall St. Rank hold PRFT as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Perficient Inc position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 840 Perficient Inc shares in Q1 2023, an estimated $58.7K.
  • Sutton Wealth Advisors first reported a position in Perficient Inc in Q1 2016 and held it in 28 quarters.
  • Sutton Wealth Advisors's Perficient Inc position peaked at $108K in Q4 2021.
  • 270 funds tracked by Wall St. Rank held Perficient Inc as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.