VNA
PRFT

Valley National Advisers’s Perficient Inc PRFT Stock Holding History

Valley National Advisers’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
Q3 		– Sell
-50
Closed -$3K – 1180
2024
Q2 		$3K Buy
50
+20
+67% +$1.28K ﹤0.01% 870
2024
Q1 		$1K Sell
30
-5
-14% -$327 ﹤0.01% 1207
2023
Q4 		$2K Buy
35
+25
+250% +$1.54K ﹤0.01% 1009
2023
Q3 		$1K Buy
+10
New +$685 ﹤0.01% 1052

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
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Valley National Advisers's PRFT Position: Q3 2024 in Review

Valley National Advisers sold out of Perficient Inc (PRFT) in Q3 2024, closing a stake of 50 shares — an estimated $3K sold.

Valley National Advisers first reported a position in PRFT in Q3 2023 and held it in 4 quarters. The position peaked at $3K in Q2 2024. 244 funds tracked by Wall St. Rank hold PRFT as of Q3 2024.

  • Valley National Advisers reported no remaining Perficient Inc position as of Q3 2024 after selling out during the quarter.
  • Valley National Advisers sold 50 Perficient Inc shares in Q3 2024, an estimated $3K.
  • Valley National Advisers first reported a position in Perficient Inc in Q3 2023 and held it in 4 quarters.
  • Valley National Advisers's Perficient Inc position peaked at $3K in Q2 2024.
  • 244 funds tracked by Wall St. Rank held Perficient Inc as of Q3 2024.

Based on Valley National Advisers's 13F filing for Q3 2024, filed 24 Oct 2024.