Capstone Investment Advisors
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Capstone Investment Advisors’s Perion Network PERI Stock Holding History

Capstone Investment 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
-36,120
Closed -$812K – 2369
2024
Q1 		$812K Buy
+36,120
New +$920K ﹤0.01% 1267
2023
Q4 		– Sell
-8,086
Closed -$248K – 2329
2023
Q3 		$248K Sell
8,086
-7,996
-50% -$268K ﹤0.01% 1705
2023
Q2 		$493K Buy
+16,082
New +$552K ﹤0.01% 1170

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

Capstone Investment Advisors's PERI Position: Q2 2024 in Review

Capstone Investment Advisors sold out of Perion Network (PERI) in Q2 2024, closing a stake of 36,120 shares — an estimated $812K sold.

Capstone Investment Advisors first reported a position in PERI in Q2 2023 and held it in 3 quarters. The position peaked at $812K in Q1 2024. 137 funds tracked by Wall St. Rank hold PERI as of Q2 2024.

  • Capstone Investment Advisors reported no remaining Perion Network position as of Q2 2024 after selling out during the quarter.
  • Capstone Investment Advisors sold 36,120 Perion Network shares in Q2 2024, an estimated $812K.
  • Capstone Investment Advisors first reported a position in Perion Network in Q2 2023 and held it in 3 quarters.
  • Capstone Investment Advisors's Perion Network position peaked at $812K in Q1 2024.
  • 137 funds tracked by Wall St. Rank held Perion Network as of Q2 2024.

Based on Capstone Investment Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.