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Independent Advisor Alliance’s Perion Network PERI Stock Holding History

Independent Advisor Alliance’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
-7,300
Closed -$225K – 730
2023
Q4 		$225K Sell
7,300
-3,660
-33% -$104K 0.01% 619
2023
Q3 		$336K Buy
10,960
+275
+3% +$9.23K 0.02% 492
2023
Q2 		$328K Buy
+10,685
New +$367K 0.01% 512
2022
Q4 		– Sell
-11,000
Closed -$212K – 575
2022
Q3 		$212K Buy
+11,000
New +$222K 0.01% 570

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

Independent Advisor Alliance's PERI Position: Q1 2024 in Review

Independent Advisor Alliance sold out of Perion Network (PERI) in Q1 2024, closing a stake of 7,300 shares — an estimated $225K sold.

Independent Advisor Alliance first reported a position in PERI in Q3 2022 and held it in 4 quarters. The position peaked at $336K in Q3 2023. 158 funds tracked by Wall St. Rank hold PERI as of Q1 2024.

  • Independent Advisor Alliance reported no remaining Perion Network position as of Q1 2024 after selling out during the quarter.
  • Independent Advisor Alliance sold 7,300 Perion Network shares in Q1 2024, an estimated $225K.
  • Independent Advisor Alliance first reported a position in Perion Network in Q3 2022 and held it in 4 quarters.
  • Independent Advisor Alliance's Perion Network position peaked at $336K in Q3 2023.
  • 158 funds tracked by Wall St. Rank held Perion Network as of Q1 2024.

Based on Independent Advisor Alliance's 13F filing for Q1 2024, filed 8 May 2024.