Spire Wealth Management’s Perion Network PERI Stock Holding History

Spire Wealth Management’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 Q4	–	Sell	-200	Closed	-$6.13K	–	2442
2023 Q3	$6.13K	Hold	200	–	–	﹤0.01%	1886
2023 Q2	$6.13K	Hold	200	–	–	﹤0.01%	1950
2023 Q1	$7.92K	Buy	+200	New	+$6.66K	﹤0.01%	1921
2022 Q1	–	Sell	-59,469	Closed	-$1.43M	–	2784
2021 Q4	$1.43M	Buy	59,469 +59,335	+44,280%	+$1.45M	0.03%	374
2021 Q3	$2K	Buy	+134	New	+$2.56K	﹤0.01%	2476
2021 Q2	–	Sell	-52,725	Closed	-$897K	–	2873
2021 Q1	$897K	Buy	+52,725	New	+$952K	0.02%	478

Other funds holding PERI

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

PCMF

Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Spire Wealth Management's PERI Position: Q4 2023 in Review

Spire Wealth Management sold out of Perion Network (PERI) in Q4 2023, closing a stake of 200 shares — an estimated $6.13K sold.

Spire Wealth Management first reported a position in PERI in Q1 2021 and held it in 6 quarters. The position peaked at $1.43M in Q4 2021. 183 funds tracked by Wall St. Rank hold PERI as of Q4 2023.

Spire Wealth Management reported no remaining Perion Network position as of Q4 2023 after selling out during the quarter.
Spire Wealth Management sold 200 Perion Network shares in Q4 2023, an estimated $6.13K.
Spire Wealth Management first reported a position in Perion Network in Q1 2021 and held it in 6 quarters.
Spire Wealth Management's Perion Network position peaked at $1.43M in Q4 2021.
183 funds tracked by Wall St. Rank held Perion Network as of Q4 2023.

Based on Spire Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.