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Sterling Financial Planning’s Perion Network PERI Stock Holding History

Sterling Financial Planning’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
Q1 		– Sell
-333
Closed -$4K – 389
2020
Q4 		$4K Buy
+333
New +$2.94K ﹤0.01% 321

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
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Sterling Financial Planning's PERI Position: Q1 2021 in Review

Sterling Financial Planning sold out of Perion Network (PERI) in Q1 2021, closing a stake of 333 shares — an estimated $4K sold.

Sterling Financial Planning first reported a position in PERI in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 83 funds tracked by Wall St. Rank hold PERI as of Q1 2021.

  • Sterling Financial Planning reported no remaining Perion Network position as of Q1 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 333 Perion Network shares in Q1 2021, an estimated $4K.
  • Sterling Financial Planning first reported a position in Perion Network in Q4 2020 and held it in 1 quarter.
  • Sterling Financial Planning's Perion Network position peaked at $4K in Q4 2020.
  • 83 funds tracked by Wall St. Rank held Perion Network as of Q1 2021.

Based on Sterling Financial Planning's 13F filing for Q1 2021, filed 28 Apr 2021.