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Patriot Financial Group Insurance Agency’s Perion Network PERI Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-160
Closed -$3K – 1501
2022
Q2 		$3K Hold
160
– – ﹤0.01% 1663
2022
Q1 		$4K Buy
+160
New +$3.41K ﹤0.01% 1706
2021
Q4 		– Sell
-1,170
Closed -$20K – 2231
2021
Q3 		$20K Hold
1,170
– – ﹤0.01% 1216
2021
Q2 		$25K Hold
1,170
– – ﹤0.01% 1093
2021
Q1 		$21K Buy
1,170
+1,140
+3,800% +$20.6K ﹤0.01% 1066
2020
Q4 		$0 Buy
+30
New +$265 ﹤0.01% 1963

Other funds holding PERI

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
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PERI Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Perion Network (PERI) in Q3 2022, closing a stake of 160 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in PERI in Q4 2020 and held it in 6 quarters. The position peaked at $25K in Q2 2021. 125 funds tracked by Wall St. Rank hold PERI as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Perion Network position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 160 Perion Network shares in Q3 2022, an estimated $3K.
  • Patriot Financial Group Insurance Agency first reported a position in Perion Network in Q4 2020 and held it in 6 quarters.
  • Patriot Financial Group Insurance Agency's Perion Network position peaked at $25K in Q2 2021.
  • 125 funds tracked by Wall St. Rank held Perion Network as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.