WCM
PRFT

Wealthcare Capital Management’s Perficient Inc PRFT Stock Holding History

Wealthcare Capital 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
2021
Q2 		– Sell
-248
Closed -$15K – 711
2021
Q1 		$15K Buy
+248
New +$14K ﹤0.01% 242
2020
Q2 		– Sell
-111
Closed -$3K – 256
2020
Q1 		$3K Buy
+111
New +$4.84K ﹤0.01% 225

Other funds holding PRFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthcare Capital Management's PRFT Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Perficient Inc (PRFT) in Q2 2021, closing a stake of 248 shares — an estimated $15K sold.

Wealthcare Capital Management first reported a position in PRFT in Q1 2020 and held it in 2 quarters. The position peaked at $15K in Q1 2021. 268 funds tracked by Wall St. Rank hold PRFT as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Perficient Inc position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 248 Perficient Inc shares in Q2 2021, an estimated $15K.
  • Wealthcare Capital Management first reported a position in Perficient Inc in Q1 2020 and held it in 2 quarters.
  • Wealthcare Capital Management's Perficient Inc position peaked at $15K in Q1 2021.
  • 268 funds tracked by Wall St. Rank held Perficient Inc as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.