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Alliance Wealth Advisors (Utah)’s Perion Network PERI Stock Holding History

Alliance Wealth Advisors (Utah)’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
-11,313
Closed -$347K – 228
2023
Q2 		$347K Buy
11,313
+1,408
+14% +$48.4K 0.13% 157
2023
Q1 		$392K Buy
9,905
+786
+9% +$26.2K 0.16% 139
2022
Q4 		$231K Buy
+9,119
New +$222K 0.1% 198

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

Alliance Wealth Advisors (Utah)'s PERI Position: Q3 2023 in Review

Alliance Wealth Advisors (Utah) sold out of Perion Network (PERI) in Q3 2023, closing a stake of 11,313 shares — an estimated $347K sold.

Alliance Wealth Advisors (Utah) first reported a position in PERI in Q4 2022 and held it in 3 quarters. The position peaked at $392K in Q1 2023. 187 funds tracked by Wall St. Rank hold PERI as of Q3 2023.

  • Alliance Wealth Advisors (Utah) reported no remaining Perion Network position as of Q3 2023 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 11,313 Perion Network shares in Q3 2023, an estimated $347K.
  • Alliance Wealth Advisors (Utah) first reported a position in Perion Network in Q4 2022 and held it in 3 quarters.
  • Alliance Wealth Advisors (Utah)'s Perion Network position peaked at $392K in Q1 2023.
  • 187 funds tracked by Wall St. Rank held Perion Network as of Q3 2023.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q3 2023, filed 9 Nov 2023.