TWA
PRFT

TCI Wealth Advisors’s Perficient Inc PRFT Stock Holding History

TCI 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
Q2 		– Sell
-65
Closed -$4.69K – 2383
2023
Q1 		$4.69K Hold
65
– – ﹤0.01% 1575
2022
Q4 		$4.54K Buy
65
+20
+44% +$1.38K ﹤0.01% 1592
2022
Q3 		$3K Sell
45
-12
-21% -$1K ﹤0.01% 1875
2022
Q2 		$5K Sell
57
-25
-30% -$2.49K ﹤0.01% 1561
2022
Q1 		$9K Sell
82
-8
-9% -$838 ﹤0.01% 1210
2021
Q4 		$12K Buy
90
+21
+30% +$2.76K ﹤0.01% 1060
2021
Q3 		$8K Buy
69
+25
+57% +$2.57K ﹤0.01% 1310
2021
Q2 		$4K Buy
+44
New +$3.1K ﹤0.01% 1664
2020
Q2 		– Sell
-65
Closed -$2K – 1707
2020
Q1 		$2K Hold
65
– – ﹤0.01% 1134
2019
Q4 		$3K Hold
65
– – ﹤0.01% 1068
2019
Q3 		$3K Hold
65
– – ﹤0.01% 1003
2019
Q2 		$2K Buy
+65
New +$1.99K ﹤0.01% 1093

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

TCI Wealth Advisors's PRFT Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Perficient Inc (PRFT) in Q2 2023, closing a stake of 65 shares — an estimated $4.69K sold.

TCI Wealth Advisors first reported a position in PRFT in Q2 2019 and held it in 12 quarters. The position peaked at $12K in Q4 2021. 247 funds tracked by Wall St. Rank hold PRFT as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Perficient Inc position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 65 Perficient Inc shares in Q2 2023, an estimated $4.69K.
  • TCI Wealth Advisors first reported a position in Perficient Inc in Q2 2019 and held it in 12 quarters.
  • TCI Wealth Advisors's Perficient Inc position peaked at $12K in Q4 2021.
  • 247 funds tracked by Wall St. Rank held Perficient Inc as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.