WAM
PRFT

Wealthspire Advisors (Maryland)’s Perficient Inc PRFT Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-86
Closed -$2K – 2157
2019
Q1 		$2K Hold
86
– – ﹤0.01% 2228
2018
Q4 		$2K Sell
86
-29
-25% -$712 ﹤0.01% 2155
2018
Q3 		$3K Buy
115
+49
+74% +$1.35K ﹤0.01% 2090
2018
Q2 		$2K Hold
66
– – ﹤0.01% 2217
2018
Q1 		$2K Buy
66
+16
+32% +$332 ﹤0.01% 2234
2017
Q4 		$1K Buy
50
+45
+900% +$871 ﹤0.01% 2365
2017
Q3 		$0 Buy
+5
New +$91 ﹤0.01% 2499

Other funds holding PRFT

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Dimensional Fund Advisors
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PRFT Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Perficient Inc (PRFT) in Q2 2019, closing a stake of 86 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in PRFT in Q3 2017 and held it in 7 quarters. The position peaked at $3K in Q3 2018. 212 funds tracked by Wall St. Rank hold PRFT as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Perficient Inc position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 86 Perficient Inc shares in Q2 2019, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in Perficient Inc in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Perficient Inc position peaked at $3K in Q3 2018.
  • 212 funds tracked by Wall St. Rank held Perficient Inc as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.