TFO Wealth Partners’s Perficient Inc PRFT Stock Holding History

TFO Wealth Partners’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	-3	Closed	-$345	–	929
2022 Q4	$345	Buy	+3	New	+$207	﹤0.01%	538

Other funds holding PRFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

TFO Wealth Partners's PRFT Position: Q1 2023 in Review

TFO Wealth Partners sold out of Perficient Inc (PRFT) in Q1 2023, closing a stake of 3 shares — an estimated $345 sold.

TFO Wealth Partners first reported a position in PRFT in Q4 2022 and held it in 1 quarter. The position peaked at $345 in Q4 2022. 270 funds tracked by Wall St. Rank hold PRFT as of Q1 2023.

TFO Wealth Partners reported no remaining Perficient Inc position as of Q1 2023 after selling out during the quarter.
TFO Wealth Partners sold 3 Perficient Inc shares in Q1 2023, an estimated $345.
TFO Wealth Partners first reported a position in Perficient Inc in Q4 2022 and held it in 1 quarter.
TFO Wealth Partners's Perficient Inc position peaked at $345 in Q4 2022.
270 funds tracked by Wall St. Rank held Perficient Inc as of Q1 2023.

Based on TFO Wealth Partners's 13F filing for Q1 2023, filed 3 May 2023.