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Performant Finl shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Performant Finl (PFMT) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Performant Finl

Tip: Access up to 7 years of quarterly data

All positions including Performant Finl held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Performant Finl by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $235k 75k 3.13
2023-09-30 $170k 75k 2.26
2023-06-30 $203k 75k 2.70
2023-03-31 $255k 75k 3.40
2022-12-31 $271k 75k 3.61

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

Top funds holding Performant Finl

Prescott Group Capital Management
First Light Asset Management
Vanguard Group
Mill Road Capital Management
Punch & Associates Investment Management
First Eagle Investment Management
Mirador Capital Partners
Wellington Management Company
HighMark Wealth Management
Essex Investment Management
Dimensional Fund Advisors
Schonfeld Strategic Advisors
Greenwood Capital Associates
Legato Capital Management
White Pine Capital

View all funds holding Performant Finl