Steward Partners Investment Advisory’s Perion Network PERI Stock Holding History

Steward Partners Investment Advisory’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	-3,375	Closed	-$26.6K	–	4065
2024 Q3	$26.6K	Sell	3,375 -1,100	-25%	-$9.22K	﹤0.01%	2531
2024 Q2	$37.4K	Sell	4,475 -12,195	-73%	-$148K	﹤0.01%	2243
2024 Q1	$375K	Buy	16,670 +9,420	+130%	+$240K	﹤0.01%	1170
2023 Q4	$224K	Sell	7,250 -100	-1%	-$2.84K	﹤0.01%	1332
2023 Q3	$225K	Hold	7,350	–	–	﹤0.01%	1235
2023 Q2	$225K	Buy	7,350 +250	+4%	+$8.59K	﹤0.01%	1227
2023 Q1	$281K	Buy	7,100 +800	+13%	+$26.6K	﹤0.01%	1135
2022 Q4	$159K	Buy	6,300 +500	+9%	+$12.2K	﹤0.01%	1344
2022 Q3	$112K	Hold	5,800	–	–	﹤0.01%	1448
2022 Q2	$105K	Hold	5,800	–	–	﹤0.01%	1463
2022 Q1	$130K	Buy	5,800 +2,800	+93%	+$59.6K	﹤0.01%	1492
2021 Q4	$72K	Buy	+3,000	New	+$73.2K	﹤0.01%	1733
2018 Q4	–	Sell	-333	Closed	-$1K	–	1740
2018 Q3	$1K	Hold	333	–	–	﹤0.01%	2511
2018 Q2	$1K	Buy	+333	New	+$983	﹤0.01%	2370

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

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

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 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 Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Steward Partners Investment Advisory's PERI Position: Q4 2024 in Review

Steward Partners Investment Advisory sold out of Perion Network (PERI) in Q4 2024, closing a stake of 3,375 shares — an estimated $26.6K sold.

Steward Partners Investment Advisory first reported a position in PERI in Q2 2018 and held it in 14 quarters. The position peaked at $375K in Q1 2024. 109 funds tracked by Wall St. Rank hold PERI as of Q4 2024.

Steward Partners Investment Advisory reported no remaining Perion Network position as of Q4 2024 after selling out during the quarter.
Steward Partners Investment Advisory sold 3,375 Perion Network shares in Q4 2024, an estimated $26.6K.
Steward Partners Investment Advisory first reported a position in Perion Network in Q2 2018 and held it in 14 quarters.
Steward Partners Investment Advisory's Perion Network position peaked at $375K in Q1 2024.
109 funds tracked by Wall St. Rank held Perion Network as of Q4 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2024, filed 6 Feb 2025.