TCWM
PRFT

Total Clarity Wealth Management’s Perficient Inc PRFT Stock Holding History

Total Clarity Wealth Management’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
-4,056
Closed -$283K – 255
2022
Q4 		$283K Buy
+4,056
New +$280K 0.14% 167

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

Total Clarity Wealth Management's PRFT Position: Q1 2023 in Review

Total Clarity Wealth Management sold out of Perficient Inc (PRFT) in Q1 2023, closing a stake of 4,056 shares — an estimated $283K sold.

Total Clarity Wealth Management first reported a position in PRFT in Q4 2022 and held it in 1 quarter. The position peaked at $283K in Q4 2022. 270 funds tracked by Wall St. Rank hold PRFT as of Q1 2023.

  • Total Clarity Wealth Management reported no remaining Perficient Inc position as of Q1 2023 after selling out during the quarter.
  • Total Clarity Wealth Management sold 4,056 Perficient Inc shares in Q1 2023, an estimated $283K.
  • Total Clarity Wealth Management first reported a position in Perficient Inc in Q4 2022 and held it in 1 quarter.
  • Total Clarity Wealth Management's Perficient Inc position peaked at $283K in Q4 2022.
  • 270 funds tracked by Wall St. Rank held Perficient Inc as of Q1 2023.

Based on Total Clarity Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.