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Paragon Wealth Strategies’s Perion Network PERI Stock Holding History

Paragon 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
2023
Q1 		– Sell
-376
Closed -$9.51K – 175
2022
Q4 		$9.51K Hold
376
– – 0.01% 142
2022
Q3 		$7K Buy
+376
New +$7.58K 0.01% 120
2021
Q3 		– Sell
-376
Closed -$8K – 214
2021
Q2 		$8K Buy
+376
New +$6.35K ﹤0.01% 203

Other funds holding PERI

MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Paragon Wealth Strategies's PERI Position: Q1 2023 in Review

Paragon Wealth Strategies sold out of Perion Network (PERI) in Q1 2023, closing a stake of 376 shares — an estimated $9.51K sold.

Paragon Wealth Strategies first reported a position in PERI in Q2 2021 and held it in 3 quarters. The position peaked at $9.51K in Q4 2022. 199 funds tracked by Wall St. Rank hold PERI as of Q1 2023.

  • Paragon Wealth Strategies reported no remaining Perion Network position as of Q1 2023 after selling out during the quarter.
  • Paragon Wealth Strategies sold 376 Perion Network shares in Q1 2023, an estimated $9.51K.
  • Paragon Wealth Strategies first reported a position in Perion Network in Q2 2021 and held it in 3 quarters.
  • Paragon Wealth Strategies's Perion Network position peaked at $9.51K in Q4 2022.
  • 199 funds tracked by Wall St. Rank held Perion Network as of Q1 2023.

Based on Paragon Wealth Strategies's 13F filing for Q1 2023, filed 26 Apr 2023.