WFA
PRFT

Wipfli Financial Advisors’s Perficient Inc PRFT Stock Holding History

Wipfli Financial Advisors’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
Q3 		$22K Buy
+341
New +$28.5K ﹤0.01% 1543

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Wipfli Financial Advisors's PRFT Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Perficient Inc (PRFT) in Q3 2022: 341 shares worth $22K. The stake represents ﹤0.01% of the portfolio and ranks #1543 among its holdings.

271 funds tracked by Wall St. Rank hold PRFT as of Q3 2022.

  • Wipfli Financial Advisors held 341 shares of Perficient Inc worth $22K as of Q3 2022.
  • Perficient Inc was a new Wipfli Financial Advisors position in Q3 2022.
  • Perficient Inc made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1543 holding.
  • 271 funds tracked by Wall St. Rank held Perficient Inc as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.