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VisionPoint Advisory Group’s Perion Network PERI Stock Holding History

VisionPoint Advisory Group’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
Q3 		– Sell
-115
Closed -$3.53K – 794
2023
Q2 		$3.53K Buy
+115
New +$3.95K ﹤0.01% 471

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
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

VisionPoint Advisory Group's PERI Position: Q3 2023 in Review

VisionPoint Advisory Group sold out of Perion Network (PERI) in Q3 2023, closing a stake of 115 shares — an estimated $3.53K sold.

VisionPoint Advisory Group first reported a position in PERI in Q2 2023 and held it in 1 quarter. The position peaked at $3.53K in Q2 2023. 187 funds tracked by Wall St. Rank hold PERI as of Q3 2023.

  • VisionPoint Advisory Group reported no remaining Perion Network position as of Q3 2023 after selling out during the quarter.
  • VisionPoint Advisory Group sold 115 Perion Network shares in Q3 2023, an estimated $3.53K.
  • VisionPoint Advisory Group first reported a position in Perion Network in Q2 2023 and held it in 1 quarter.
  • VisionPoint Advisory Group's Perion Network position peaked at $3.53K in Q2 2023.
  • 187 funds tracked by Wall St. Rank held Perion Network as of Q3 2023.

Based on VisionPoint Advisory Group's 13F filing for Q3 2023, filed 6 Dec 2023.