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AE Wealth Management’s Perion Network PERI Stock Holding History

AE Wealth Management’s Portfolio PERI Stock Details PERI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-15,742
Closed -$483K – 2044
2023
Q2 		$483K Buy
15,742
+7,950
+102% +$273K ﹤0.01% 1410
2023
Q1 		$308K Buy
+7,792
New +$259K ﹤0.01% 1541
2022
Q2 		– Sell
-26,307
Closed -$592K – 1800
2022
Q1 		$592K Sell
26,307
-2,895
-10% -$61.7K ﹤0.01% 1146
2021
Q4 		$702K Buy
+29,202
New +$712K ﹤0.01% 1107

Other funds holding PERI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

AE Wealth Management's PERI Position: Q3 2023 in Review

AE Wealth Management sold out of Perion Network (PERI) in Q3 2023, closing a stake of 15,742 shares — an estimated $483K sold.

AE Wealth Management first reported a position in PERI in Q4 2021 and held it in 4 quarters. The position peaked at $702K in Q4 2021. 187 funds tracked by Wall St. Rank hold PERI as of Q3 2023.

  • AE Wealth Management reported no remaining Perion Network position as of Q3 2023 after selling out during the quarter.
  • AE Wealth Management sold 15,742 Perion Network shares in Q3 2023, an estimated $483K.
  • AE Wealth Management first reported a position in Perion Network in Q4 2021 and held it in 4 quarters.
  • AE Wealth Management's Perion Network position peaked at $702K in Q4 2021.
  • 187 funds tracked by Wall St. Rank held Perion Network as of Q3 2023.

Based on AE Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.