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FinTrust Capital Advisors’s Perion Network PERI Stock Holding History

FinTrust Capital 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
2023
Q4 		– Sell
-78
Closed -$2.39K – 1322
2023
Q3 		$2.39K Sell
78
-6,922
-99% -$232K ﹤0.01% 992
2023
Q2 		$215K Buy
+7,000
New +$240K 0.05% 254
2022
Q3 		– Sell
-12,758
Closed -$231K – 1259
2022
Q2 		$231K Sell
12,758
-7,242
-36% -$150K 0.06% 247
2022
Q1 		$449K Buy
+20,000
New +$426K 0.1% 178

Other funds holding PERI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

FinTrust Capital Advisors's PERI Position: Q4 2023 in Review

FinTrust Capital Advisors sold out of Perion Network (PERI) in Q4 2023, closing a stake of 78 shares — an estimated $2.39K sold.

FinTrust Capital Advisors first reported a position in PERI in Q1 2022 and held it in 4 quarters. The position peaked at $449K in Q1 2022. 183 funds tracked by Wall St. Rank hold PERI as of Q4 2023.

  • FinTrust Capital Advisors reported no remaining Perion Network position as of Q4 2023 after selling out during the quarter.
  • FinTrust Capital Advisors sold 78 Perion Network shares in Q4 2023, an estimated $2.39K.
  • FinTrust Capital Advisors first reported a position in Perion Network in Q1 2022 and held it in 4 quarters.
  • FinTrust Capital Advisors's Perion Network position peaked at $449K in Q1 2022.
  • 183 funds tracked by Wall St. Rank held Perion Network as of Q4 2023.

Based on FinTrust Capital Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.