Allworth Financial’s Perion Network PERI Stock Holding History

Allworth Financial’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
2026 Q1	$100	Buy	+10	New	+$91	﹤0.01%	5009
2024 Q4	–	Sell	-614	Closed	-$4.84K	–	4026
2024 Q3	$4.84K	Sell	614 -5,421	-90%	-$45.4K	﹤0.01%	2578
2024 Q2	$50.2K	Sell	6,035 -21,183	-78%	-$257K	﹤0.01%	1389
2024 Q1	$612K	Sell	27,218 -33,458	-55%	-$852K	﹤0.01%	504
2023 Q4	$1.87M	Buy	60,676 +464	+0.8%	+$13.2K	0.01%	315
2023 Q3	$1.84M	Buy	60,212 +23,820	+65%	+$799K	0.02%	283
2023 Q2	$1.12M	Buy	+36,392	New	+$1.25M	0.01%	368
2021 Q1	–	Sell	-3	Closed	–	–	1591
2020 Q4	$0	Buy	+3	New	+$27	﹤0.01%	1420

Other funds holding PERI

Private Capital Management (Florida) Naples, Florida $982M AUM 15.98% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Value Base Tel Aviv, Israel $127M AUM 12.37% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

CastleKnight Management New York $2.14B AUM 121.87% 1-Year Est. Return

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM