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IFP Advisors’s Perion Network PERI Stock Holding History

IFP 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
-60
Closed -$1.84K – 3252
2023
Q3 		$1.84K Buy
+60
New +$2.01K ﹤0.01% 2860
2023
Q2 		– Sell
-170
Closed -$202 – 3541
2023
Q1 		$202 Hold
170
– – ﹤0.01% 3273
2022
Q4 		$1K Sell
170
-49
-22% -$1.19K ﹤0.01% 4434
2022
Q3 		$15K Hold
219
– – ﹤0.01% 3338
2022
Q2 		$15K Hold
219
– – ﹤0.01% 3097
2022
Q1 		$15K Buy
219
+49
+29% +$1.04K ﹤0.01% 3097
2021
Q4 		$4K Hold
170
– – ﹤0.01% 2588
2021
Q3 		$3K Buy
170
+60
+55% +$1.14K ﹤0.01% 2741
2021
Q2 		$2K Buy
+110
New +$1.86K ﹤0.01% 2767

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

IFP Advisors's PERI Position: Q4 2023 in Review

IFP Advisors sold out of Perion Network (PERI) in Q4 2023, closing a stake of 60 shares — an estimated $1.84K sold.

IFP Advisors first reported a position in PERI in Q2 2021 and held it in 9 quarters. The position peaked at $15K in Q3 2022. 183 funds tracked by Wall St. Rank hold PERI as of Q4 2023.

  • IFP Advisors reported no remaining Perion Network position as of Q4 2023 after selling out during the quarter.
  • IFP Advisors sold 60 Perion Network shares in Q4 2023, an estimated $1.84K.
  • IFP Advisors first reported a position in Perion Network in Q2 2021 and held it in 9 quarters.
  • IFP Advisors's Perion Network position peaked at $15K in Q3 2022.
  • 183 funds tracked by Wall St. Rank held Perion Network as of Q4 2023.

Based on IFP Advisors's 13F filing for Q4 2023, filed 9 Jan 2024.