SW
PERI icon

Simplicity Wealth’s Perion Network PERI Stock Holding History

Simplicity Wealth’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
Q4 		– Sell
-14,501
Closed -$114K – 464
2024
Q3 		$114K Buy
14,501
+565
+4% +$4.73K 0.01% 489
2024
Q2 		$116K Buy
13,936
+119
+0.9% +$1.44K ﹤0.01% 1168
2024
Q1 		$311K Buy
+13,817
New +$352K 0.01% 904

Other funds holding PERI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Simplicity Wealth's PERI Position: Q4 2024 in Review

Simplicity Wealth sold out of Perion Network (PERI) in Q4 2024, closing a stake of 14,501 shares — an estimated $114K sold.

Simplicity Wealth first reported a position in PERI in Q1 2024 and held it in 3 quarters. The position peaked at $311K in Q1 2024. 109 funds tracked by Wall St. Rank hold PERI as of Q4 2024.

  • Simplicity Wealth reported no remaining Perion Network position as of Q4 2024 after selling out during the quarter.
  • Simplicity Wealth sold 14,501 Perion Network shares in Q4 2024, an estimated $114K.
  • Simplicity Wealth first reported a position in Perion Network in Q1 2024 and held it in 3 quarters.
  • Simplicity Wealth's Perion Network position peaked at $311K in Q1 2024.
  • 109 funds tracked by Wall St. Rank held Perion Network as of Q4 2024.

Based on Simplicity Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.