YorkBridge Wealth Partners’s Perficient Inc PRFT Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-282	Closed	-$10K	–	686
2019 Q2	$10K	Buy	+282	New	+$8.64K	﹤0.01%	566
2017 Q2	–	Sell	-90	Closed	-$2K	–	920
2017 Q1	$2K	Hold	90	–	–	﹤0.01%	791
2016 Q4	$2K	Buy	+90	New	+$1.64K	﹤0.01%	785

Other funds holding PRFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

YorkBridge Wealth Partners's PRFT Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Perficient Inc (PRFT) in Q3 2019, closing a stake of 282 shares — an estimated $10K sold.

YorkBridge Wealth Partners first reported a position in PRFT in Q4 2016 and held it in 3 quarters. The position peaked at $10K in Q2 2019. 226 funds tracked by Wall St. Rank hold PRFT as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Perficient Inc position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 282 Perficient Inc shares in Q3 2019, an estimated $10K.
YorkBridge Wealth Partners first reported a position in Perficient Inc in Q4 2016 and held it in 3 quarters.
YorkBridge Wealth Partners's Perficient Inc position peaked at $10K in Q2 2019.
226 funds tracked by Wall St. Rank held Perficient Inc as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.