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Juncture Wealth Strategies’s Perion Network PERI Stock Holding History

Juncture Wealth Strategies’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
-22,857
Closed -$706K – 123
2023
Q4 		$706K Sell
22,857
-7,321
-24% -$208K 0.32% 58
2023
Q3 		$924K Buy
30,178
+8,856
+42% +$297K 0.45% 45
2023
Q2 		$654K Buy
21,322
+2,905
+16% +$99.8K 0.31% 68
2023
Q1 		$729K Sell
18,417
-19,723
-52% -$657K 0.36% 54
2022
Q4 		$965K Sell
38,140
-2,863
-7% -$69.7K 0.46% 39
2022
Q3 		$791K Buy
41,003
+11,564
+39% +$233K 0.39% 49
2022
Q2 		$535K Sell
29,439
-1,042
-3% -$21.6K 0.26% 60
2022
Q1 		$686K Buy
30,481
+4,138
+16% +$88.1K 0.33% 57
2021
Q4 		$634K Buy
26,343
+1,909
+8% +$46.6K 0.3% 66
2021
Q3 		$423K Buy
24,434
+7,025
+40% +$134K 0.22% 83
2021
Q2 		$334K Buy
+17,409
New +$294K 0.19% 87

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

Juncture Wealth Strategies's PERI Position: Q1 2024 in Review

Juncture Wealth Strategies sold out of Perion Network (PERI) in Q1 2024, closing a stake of 22,857 shares — an estimated $706K sold.

Juncture Wealth Strategies first reported a position in PERI in Q2 2021 and held it in 11 quarters. The position peaked at $965K in Q4 2022. 158 funds tracked by Wall St. Rank hold PERI as of Q1 2024.

  • Juncture Wealth Strategies reported no remaining Perion Network position as of Q1 2024 after selling out during the quarter.
  • Juncture Wealth Strategies sold 22,857 Perion Network shares in Q1 2024, an estimated $706K.
  • Juncture Wealth Strategies first reported a position in Perion Network in Q2 2021 and held it in 11 quarters.
  • Juncture Wealth Strategies's Perion Network position peaked at $965K in Q4 2022.
  • 158 funds tracked by Wall St. Rank held Perion Network as of Q1 2024.

Based on Juncture Wealth Strategies's 13F filing for Q1 2024, filed 5 Apr 2024.