TrueWealth LLC’s Perficient Inc PRFT Stock Holding History

TrueWealth LLC’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
2020 Q2	$7K	Buy	198 +19	+11%	+$630	﹤0.01%	536
2020 Q1	$5K	Hold	179	–	–	﹤0.01%	559
2019 Q4	$8K	Buy	179 +19	+12%	+$775	﹤0.01%	504
2019 Q3	$6K	Buy	160 +58	+57%	+$2.1K	﹤0.01%	551
2019 Q2	$3K	Hold	102	–	–	﹤0.01%	639
2019 Q1	$3K	Hold	102	–	–	﹤0.01%	650
2018 Q4	$2K	Buy	102 +23	+29%	+$564	﹤0.01%	676
2018 Q3	$2K	Buy	+79	New	+$2.19K	﹤0.01%	746

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TrueWealth LLC's PRFT Position: Q2 2020 in Review

TrueWealth LLC increased its Perficient Inc (PRFT) stake by 11% in Q2 2020, buying an estimated $630 and bringing the position to 198 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

TrueWealth LLC first reported a position in PRFT in Q3 2018 and has held it in 8 quarters since. The position peaked at $8K in Q4 2019. 227 funds tracked by Wall St. Rank hold PRFT as of Q2 2020.

TrueWealth LLC held 198 shares of Perficient Inc worth $7K as of Q2 2020.
TrueWealth LLC bought 19 Perficient Inc shares in Q2 2020, an estimated $630.
Perficient Inc made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #536 holding.
TrueWealth LLC first reported a position in Perficient Inc in Q3 2018 and has held it in 8 quarters since.
TrueWealth LLC's Perficient Inc position peaked at $8K in Q4 2019.
227 funds tracked by Wall St. Rank held Perficient Inc as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.