Creative Planning’s Perion Network PERI Stock Holding History

Creative Planning’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	-24,496	Closed	-$551K	–	3144
2024 Q1	$551K	Buy	24,496 +4,225	+21%	+$108K	﹤0.01%	1791
2023 Q4	$626K	Buy	20,271 +9,729	+92%	+$276K	﹤0.01%	1539
2023 Q3	$323K	Buy	+10,542	New	+$354K	﹤0.01%	1875
2020 Q4	–	Sell	-22,240	Closed	-$155K	–	2431
2020 Q3	$155K	Hold	22,240	–	–	﹤0.01%	1746
2020 Q2	$116K	Buy	22,240 +7,245	+48%	+$37K	﹤0.01%	1635
2020 Q1	$73K	Buy	+14,995	New	+$108K	﹤0.01%	1583
2016 Q3	–	Sell	-453	Closed	-$2K	–	4689
2016 Q2	$2K	Buy	+453	New	+$1.96K	﹤0.01%	4037
2013 Q4	–	Sell	-100	Closed	-$4K	–	3425
2013 Q3	$4K	Buy	+100	New	+$3.6K	﹤0.01%	2805

Other funds holding PERI

HIIFS

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

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

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 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 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

Creative Planning's PERI Position: Q2 2024 in Review

Creative Planning sold out of Perion Network (PERI) in Q2 2024, closing a stake of 24,496 shares — an estimated $551K sold.

Creative Planning first reported a position in PERI in Q3 2013 and held it in 8 quarters. The position peaked at $626K in Q4 2023. 137 funds tracked by Wall St. Rank hold PERI as of Q2 2024.

Creative Planning reported no remaining Perion Network position as of Q2 2024 after selling out during the quarter.
Creative Planning sold 24,496 Perion Network shares in Q2 2024, an estimated $551K.
Creative Planning first reported a position in Perion Network in Q3 2013 and held it in 8 quarters.
Creative Planning's Perion Network position peaked at $626K in Q4 2023.
137 funds tracked by Wall St. Rank held Perion Network as of Q2 2024.

Based on Creative Planning's 13F filing for Q2 2024, filed 15 Aug 2024.