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WealthPLAN Partners’s Perion Network PERI Stock Holding History

WealthPLAN 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
2023
Q2 		– Sell
-3,100
Closed -$123K – 1362
2023
Q1 		$123K Buy
+3,100
New +$103K 0.01% 382

Other funds holding PERI

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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 $72.6B AUM 54.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

WealthPLAN Partners's PERI Position: Q2 2023 in Review

WealthPLAN Partners sold out of Perion Network (PERI) in Q2 2023, closing a stake of 3,100 shares — an estimated $123K sold.

WealthPLAN Partners first reported a position in PERI in Q1 2023 and held it in 1 quarter. The position peaked at $123K in Q1 2023. 202 funds tracked by Wall St. Rank hold PERI as of Q2 2023.

  • WealthPLAN Partners reported no remaining Perion Network position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 3,100 Perion Network shares in Q2 2023, an estimated $123K.
  • WealthPLAN Partners first reported a position in Perion Network in Q1 2023 and held it in 1 quarter.
  • WealthPLAN Partners's Perion Network position peaked at $123K in Q1 2023.
  • 202 funds tracked by Wall St. Rank held Perion Network as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.