NFG
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Next Financial Group’s Perion Network PERI Stock Holding History

Next Financial Group’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
2021
Q3 		– Sell
-451
Closed -$10K – 2797
2021
Q2 		$10K Buy
+451
New +$7.62K ﹤0.01% 1994

Other funds holding PERI

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Next Financial Group's PERI Position: Q3 2021 in Review

Next Financial Group sold out of Perion Network (PERI) in Q3 2021, closing a stake of 451 shares — an estimated $10K sold.

Next Financial Group first reported a position in PERI in Q2 2021 and held it in 1 quarter. The position peaked at $10K in Q2 2021. 102 funds tracked by Wall St. Rank hold PERI as of Q3 2021.

  • Next Financial Group reported no remaining Perion Network position as of Q3 2021 after selling out during the quarter.
  • Next Financial Group sold 451 Perion Network shares in Q3 2021, an estimated $10K.
  • Next Financial Group first reported a position in Perion Network in Q2 2021 and held it in 1 quarter.
  • Next Financial Group's Perion Network position peaked at $10K in Q2 2021.
  • 102 funds tracked by Wall St. Rank held Perion Network as of Q3 2021.

Based on Next Financial Group's 13F filing for Q3 2021, filed 15 Oct 2021.