UFF
PRFT

USA Financial Formulas’s Perficient Inc PRFT Stock Holding History

USA Financial Formulas’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
2022
Q1 		– Sell
-1,565
Closed -$202K – 514
2021
Q4 		$202K Sell
1,565
-628
-29% -$82.6K 0.17% 86
2021
Q3 		$254K Buy
+2,193
New +$226K 0.23% 110
2020
Q2 		– Sell
-4,418
Closed -$120K – 342
2020
Q1 		$120K Sell
4,418
-5,698
-56% -$249K 0.08% 123
2019
Q4 		$466K Buy
10,116
+3,849
+61% +$157K 0.19% 89
2019
Q3 		$242K Buy
+6,267
New +$227K 0.09% 119
2018
Q4 		– Sell
-21,165
Closed -$558K – 423
2018
Q3 		$558K Buy
+21,165
New +$585K 0.14% 111

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

USA Financial Formulas's PRFT Position: Q1 2022 in Review

USA Financial Formulas sold out of Perficient Inc (PRFT) in Q1 2022, closing a stake of 1,565 shares — an estimated $202K sold.

USA Financial Formulas first reported a position in PRFT in Q3 2018 and held it in 6 quarters. The position peaked at $558K in Q3 2018. 314 funds tracked by Wall St. Rank hold PRFT as of Q1 2022.

  • USA Financial Formulas reported no remaining Perficient Inc position as of Q1 2022 after selling out during the quarter.
  • USA Financial Formulas sold 1,565 Perficient Inc shares in Q1 2022, an estimated $202K.
  • USA Financial Formulas first reported a position in Perficient Inc in Q3 2018 and held it in 6 quarters.
  • USA Financial Formulas's Perficient Inc position peaked at $558K in Q3 2018.
  • 314 funds tracked by Wall St. Rank held Perficient Inc as of Q1 2022.

Based on USA Financial Formulas's 13F filing for Q1 2022, filed 16 Aug 2022.