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Venturi Wealth Management’s Perion Network PERI Stock Holding History

Venturi Wealth Management’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
2023
Q4 		– Sell
-44
Closed -$1.35K – 1419
2023
Q3 		$1.35K Buy
44
+11
+33% +$369 ﹤0.01% 1246
2023
Q2 		$1.01K Sell
33
-22
-40% -$756 ﹤0.01% 1016
2023
Q1 		$2.18K Buy
+55
New +$1.83K ﹤0.01% 992

Other funds holding PERI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Venturi Wealth Management's PERI Position: Q4 2023 in Review

Venturi Wealth Management sold out of Perion Network (PERI) in Q4 2023, closing a stake of 44 shares — an estimated $1.35K sold.

Venturi Wealth Management first reported a position in PERI in Q1 2023 and held it in 3 quarters. The position peaked at $2.18K in Q1 2023. 183 funds tracked by Wall St. Rank hold PERI as of Q4 2023.

  • Venturi Wealth Management reported no remaining Perion Network position as of Q4 2023 after selling out during the quarter.
  • Venturi Wealth Management sold 44 Perion Network shares in Q4 2023, an estimated $1.35K.
  • Venturi Wealth Management first reported a position in Perion Network in Q1 2023 and held it in 3 quarters.
  • Venturi Wealth Management's Perion Network position peaked at $2.18K in Q1 2023.
  • 183 funds tracked by Wall St. Rank held Perion Network as of Q4 2023.

Based on Venturi Wealth Management's 13F filing for Q4 2023, filed 23 Jan 2024.