Truist Financial
PRFT

Truist Financial’s Perficient Inc PRFT Stock Holding History

Truist Financial’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
2024
Q1 		– Sell
-5,337
Closed -$351K – 2770
2023
Q4 		$351K Sell
5,337
-2,053
-28% -$126K ﹤0.01% 2200
2023
Q3 		$428K Buy
+7,390
New +$506K ﹤0.01% 2003
2015
Q4 		– Sell
-10,546
Closed -$162K – 822
2015
Q3 		$162K Sell
10,546
-425
-4% -$6.87K ﹤0.01% 775
2015
Q2 		$211K Buy
+10,971
New +$219K 0.01% 746

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
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Truist Financial's PRFT Position: Q1 2024 in Review

Truist Financial sold out of Perficient Inc (PRFT) in Q1 2024, closing a stake of 5,337 shares — an estimated $351K sold.

Truist Financial first reported a position in PRFT in Q2 2015 and held it in 4 quarters. The position peaked at $428K in Q3 2023. 274 funds tracked by Wall St. Rank hold PRFT as of Q1 2024.

  • Truist Financial reported no remaining Perficient Inc position as of Q1 2024 after selling out during the quarter.
  • Truist Financial sold 5,337 Perficient Inc shares in Q1 2024, an estimated $351K.
  • Truist Financial first reported a position in Perficient Inc in Q2 2015 and held it in 4 quarters.
  • Truist Financial's Perficient Inc position peaked at $428K in Q3 2023.
  • 274 funds tracked by Wall St. Rank held Perficient Inc as of Q1 2024.

Based on Truist Financial's 13F filing for Q1 2024, filed 13 May 2024.