SWP
PERI icon

Stratos Wealth Partners’s Perion Network PERI Stock Holding History

Stratos Wealth Partners’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
Q1 		– Sell
-11,503
Closed -$355K – 1441
2023
Q4 		$355K Sell
11,503
-14,301
-55% -$406K 0.01% 1004
2023
Q3 		$790K Sell
25,804
-967
-4% -$32.4K 0.02% 649
2023
Q2 		$821K Buy
26,771
+12,271
+85% +$421K 0.02% 590
2023
Q1 		$574K Buy
+14,500
New +$483K 0.02% 652

Other funds holding PERI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Stratos Wealth Partners's PERI Position: Q1 2024 in Review

Stratos Wealth Partners sold out of Perion Network (PERI) in Q1 2024, closing a stake of 11,503 shares — an estimated $355K sold.

Stratos Wealth Partners first reported a position in PERI in Q1 2023 and held it in 4 quarters. The position peaked at $821K in Q2 2023. 158 funds tracked by Wall St. Rank hold PERI as of Q1 2024.

  • Stratos Wealth Partners reported no remaining Perion Network position as of Q1 2024 after selling out during the quarter.
  • Stratos Wealth Partners sold 11,503 Perion Network shares in Q1 2024, an estimated $355K.
  • Stratos Wealth Partners first reported a position in Perion Network in Q1 2023 and held it in 4 quarters.
  • Stratos Wealth Partners's Perion Network position peaked at $821K in Q2 2023.
  • 158 funds tracked by Wall St. Rank held Perion Network as of Q1 2024.

Based on Stratos Wealth Partners's 13F filing for Q1 2024, filed 16 Apr 2024.