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B. Riley Wealth Advisors’s Perion Network PERI Stock Holding History

B. Riley Wealth Advisors’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
Q2 		– Sell
-9,065
Closed -$278K – 1551
2024
Q1 		$278K Buy
+9,065
New +$231K 0.01% 1079
2023
Q4 		– Sell
-9,065
Closed -$278K – 1484
2023
Q3 		$278K Sell
9,065
-393
-4% -$13.2K 0.01% 1079
2023
Q2 		$290K Sell
9,458
-47
-0.5% -$1.61K 0.01% 1138
2023
Q1 		$376K Buy
+9,505
New +$316K 0.01% 942

Other funds holding PERI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 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
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

B. Riley Wealth Advisors's PERI Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of Perion Network (PERI) in Q2 2024, closing a stake of 9,065 shares — an estimated $278K sold.

B. Riley Wealth Advisors first reported a position in PERI in Q1 2023 and held it in 4 quarters. The position peaked at $376K in Q1 2023. 137 funds tracked by Wall St. Rank hold PERI as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining Perion Network position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 9,065 Perion Network shares in Q2 2024, an estimated $278K.
  • B. Riley Wealth Advisors first reported a position in Perion Network in Q1 2023 and held it in 4 quarters.
  • B. Riley Wealth Advisors's Perion Network position peaked at $376K in Q1 2023.
  • 137 funds tracked by Wall St. Rank held Perion Network as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.