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Toth Financial Advisory’s Perion Network PERI Stock Holding History

Toth Financial 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
Q2 		– Sell
-101
Closed -$2.27K – 778
2024
Q1 		$2.27K Hold
101
– – ﹤0.01% 591
2023
Q4 		$3.12K Hold
101
– – ﹤0.01% 574
2023
Q3 		$3.09K Hold
101
– – ﹤0.01% 593
2023
Q2 		$3.1K Hold
101
– – ﹤0.01% 598
2023
Q1 		$4K Buy
+101
New +$3.36K ﹤0.01% 571

Other funds holding PERI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 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
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Toth Financial Advisory's PERI Position: Q2 2024 in Review

Toth Financial Advisory sold out of Perion Network (PERI) in Q2 2024, closing a stake of 101 shares — an estimated $2.27K sold.

Toth Financial Advisory first reported a position in PERI in Q1 2023 and held it in 5 quarters. The position peaked at $4K in Q1 2023. 137 funds tracked by Wall St. Rank hold PERI as of Q2 2024.

  • Toth Financial Advisory reported no remaining Perion Network position as of Q2 2024 after selling out during the quarter.
  • Toth Financial Advisory sold 101 Perion Network shares in Q2 2024, an estimated $2.27K.
  • Toth Financial Advisory first reported a position in Perion Network in Q1 2023 and held it in 5 quarters.
  • Toth Financial Advisory's Perion Network position peaked at $4K in Q1 2023.
  • 137 funds tracked by Wall St. Rank held Perion Network as of Q2 2024.

Based on Toth Financial Advisory's 13F filing for Q2 2024, filed 16 Jul 2024.