CWA
PERI icon

CM Wealth Advisors’s Perion Network PERI Stock Holding History

CM Wealth Advisors’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
-7,401
Closed -$260K – 357
2023
Q1 		$260K Buy
+7,401
New +$246K 0.05% 339

Other funds holding PERI

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
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
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

CM Wealth Advisors's PERI Position: Q2 2023 in Review

CM Wealth Advisors sold out of Perion Network (PERI) in Q2 2023, closing a stake of 7,401 shares — an estimated $260K sold.

CM Wealth Advisors first reported a position in PERI in Q1 2023 and held it in 1 quarter. The position peaked at $260K in Q1 2023. 203 funds tracked by Wall St. Rank hold PERI as of Q2 2023.

  • CM Wealth Advisors reported no remaining Perion Network position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 7,401 Perion Network shares in Q2 2023, an estimated $260K.
  • CM Wealth Advisors first reported a position in Perion Network in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's Perion Network position peaked at $260K in Q1 2023.
  • 203 funds tracked by Wall St. Rank held Perion Network as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.