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BerganKDV Wealth Management’s Perion Network PERI Stock Holding History

BerganKDV 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
Q1 		– Sell
-520
Closed -$13.2K – 1103
2022
Q4 		$13.2K Hold
520
– – ﹤0.01% 544
2022
Q3 		$10K Hold
520
– – ﹤0.01% 576
2022
Q2 		$9K Hold
520
– – ﹤0.01% 611
2022
Q1 		$12K Hold
520
– – ﹤0.01% 592
2021
Q4 		$13K Buy
+520
New +$12.7K ﹤0.01% 623

Other funds holding PERI

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
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

BerganKDV Wealth Management's PERI Position: Q1 2023 in Review

BerganKDV Wealth Management sold out of Perion Network (PERI) in Q1 2023, closing a stake of 520 shares — an estimated $13.2K sold.

BerganKDV Wealth Management first reported a position in PERI in Q4 2021 and held it in 5 quarters. The position peaked at $13.2K in Q4 2022. 199 funds tracked by Wall St. Rank hold PERI as of Q1 2023.

  • BerganKDV Wealth Management reported no remaining Perion Network position as of Q1 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 520 Perion Network shares in Q1 2023, an estimated $13.2K.
  • BerganKDV Wealth Management first reported a position in Perion Network in Q4 2021 and held it in 5 quarters.
  • BerganKDV Wealth Management's Perion Network position peaked at $13.2K in Q4 2022.
  • 199 funds tracked by Wall St. Rank held Perion Network as of Q1 2023.

Based on BerganKDV Wealth Management's 13F filing for Q1 2023, filed 27 Apr 2023.