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AllSquare Wealth Management’s Perion Network PERI Stock Holding History

AllSquare 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
2024
Q3 		– Sell
-700
Closed -$5.84K – 547
2024
Q2 		$5.84K Sell
700
-8,100
-92% -$98.3K ﹤0.01% 416
2024
Q1 		$198K Buy
8,800
+1,200
+16% +$30.6K 0.12% 106
2023
Q4 		$235K Buy
7,600
+2,000
+36% +$56.8K 0.14% 92
2023
Q3 		$172K Buy
5,600
+3,400
+155% +$114K 0.11% 104
2023
Q2 		$66.2K Buy
+2,200
New +$75.6K 0.04% 177

Other funds holding PERI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

AllSquare Wealth Management's PERI Position: Q3 2024 in Review

AllSquare Wealth Management sold out of Perion Network (PERI) in Q3 2024, closing a stake of 700 shares — an estimated $5.84K sold.

AllSquare Wealth Management first reported a position in PERI in Q2 2023 and held it in 5 quarters. The position peaked at $235K in Q4 2023. 123 funds tracked by Wall St. Rank hold PERI as of Q3 2024.

  • AllSquare Wealth Management reported no remaining Perion Network position as of Q3 2024 after selling out during the quarter.
  • AllSquare Wealth Management sold 700 Perion Network shares in Q3 2024, an estimated $5.84K.
  • AllSquare Wealth Management first reported a position in Perion Network in Q2 2023 and held it in 5 quarters.
  • AllSquare Wealth Management's Perion Network position peaked at $235K in Q4 2023.
  • 123 funds tracked by Wall St. Rank held Perion Network as of Q3 2024.

Based on AllSquare Wealth Management's 13F filing for Q3 2024, filed 13 Nov 2024.