Truist Financial
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Truist Financial’s Perion Network PERI Stock Holding History

Truist Financial’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
-6,954
Closed -$215K – 2705
2023
Q4 		$215K Sell
6,954
-1,665
-19% -$47.3K ﹤0.01% 2471
2023
Q3 		$264K Buy
8,619
+2,096
+32% +$70.3K ﹤0.01% 2322
2023
Q2 		$200K Buy
6,523
+350
+6% +$12K ﹤0.01% 2436
2023
Q1 		$244K Buy
+6,173
New +$206K ﹤0.01% 2329

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

Truist Financial's PERI Position: Q1 2024 in Review

Truist Financial sold out of Perion Network (PERI) in Q1 2024, closing a stake of 6,954 shares — an estimated $215K sold.

Truist Financial first reported a position in PERI in Q1 2023 and held it in 4 quarters. The position peaked at $264K in Q3 2023. 158 funds tracked by Wall St. Rank hold PERI as of Q1 2024.

  • Truist Financial reported no remaining Perion Network position as of Q1 2024 after selling out during the quarter.
  • Truist Financial sold 6,954 Perion Network shares in Q1 2024, an estimated $215K.
  • Truist Financial first reported a position in Perion Network in Q1 2023 and held it in 4 quarters.
  • Truist Financial's Perion Network position peaked at $264K in Q3 2023.
  • 158 funds tracked by Wall St. Rank held Perion Network as of Q1 2024.

Based on Truist Financial's 13F filing for Q1 2024, filed 13 May 2024.