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D.A. Davidson & Co’s Perion Network PERI Stock Holding History

D.A. Davidson & Co’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
Q1 		– Sell
-28,218
Closed -$871K – 1444
2023
Q4 		$871K Sell
28,218
-14,124
-33% -$401K 0.01% 755
2023
Q3 		$1.3M Buy
42,342
+6,261
+17% +$210K 0.01% 599
2023
Q2 		$1.11M Buy
+36,081
New +$1.24M 0.01% 658

Other funds holding PERI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 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
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

D.A. Davidson & Co's PERI Position: Q1 2024 in Review

D.A. Davidson & Co sold out of Perion Network (PERI) in Q1 2024, closing a stake of 28,218 shares — an estimated $871K sold.

D.A. Davidson & Co first reported a position in PERI in Q2 2023 and held it in 3 quarters. The position peaked at $1.3M in Q3 2023. 158 funds tracked by Wall St. Rank hold PERI as of Q1 2024.

  • D.A. Davidson & Co reported no remaining Perion Network position as of Q1 2024 after selling out during the quarter.
  • D.A. Davidson & Co sold 28,218 Perion Network shares in Q1 2024, an estimated $871K.
  • D.A. Davidson & Co first reported a position in Perion Network in Q2 2023 and held it in 3 quarters.
  • D.A. Davidson & Co's Perion Network position peaked at $1.3M in Q3 2023.
  • 158 funds tracked by Wall St. Rank held Perion Network as of Q1 2024.

Based on D.A. Davidson & Co's 13F filing for Q1 2024, filed 13 May 2024.