Commonwealth Equity Services
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Commonwealth Equity Services’s Perion Network PERI Stock Holding History

Commonwealth Equity Services’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
Q2 		– Sell
-18,838
Closed -$423K – 4131
2024
Q1 		$423K Buy
18,838
+9,209
+96% +$235K ﹤0.01% 2964
2023
Q4 		$297K Sell
9,629
-593
-6% -$16.8K ﹤0.01% 3188
2023
Q3 		$313K Buy
10,222
+115
+1% +$3.86K ﹤0.01% 2995
2023
Q2 		$310K Buy
10,107
+2,638
+35% +$90.6K ﹤0.01% 3033
2023
Q1 		$295 Buy
+7,469
New +$249K ﹤0.01% 2989
2022
Q3 		– Sell
-10,036
Closed -$182K – 3744
2022
Q2 		$182K Sell
10,036
-965
-9% -$20K ﹤0.01% 3234
2022
Q1 		$247K Buy
+11,001
New +$234K ﹤0.01% 3127
2018
Q3 		– Sell
-7,750
Closed -$27K – 2845
2018
Q2 		$27K Sell
7,750
-1,667
-18% -$4.92K ﹤0.01% 2700
2018
Q1 		$22K Sell
9,417
-333
-3% -$966 ﹤0.01% 2655
2017
Q4 		$30K Buy
9,750
+3,167
+48% +$10.1K ﹤0.01% 2595
2017
Q3 		$23K Buy
+6,583
New +$27.7K ﹤0.01% 2519
2017
Q2 		– Sell
-3,800
Closed -$20K – 2545
2017
Q1 		$20K Buy
+3,800
New +$21K ﹤0.01% 2384

Other funds holding PERI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Commonwealth Equity Services's PERI Position: Q2 2024 in Review

Commonwealth Equity Services sold out of Perion Network (PERI) in Q2 2024, closing a stake of 18,838 shares — an estimated $423K sold.

Commonwealth Equity Services first reported a position in PERI in Q1 2017 and held it in 12 quarters. The position peaked at $423K in Q1 2024. 137 funds tracked by Wall St. Rank hold PERI as of Q2 2024.

  • Commonwealth Equity Services reported no remaining Perion Network position as of Q2 2024 after selling out during the quarter.
  • Commonwealth Equity Services sold 18,838 Perion Network shares in Q2 2024, an estimated $423K.
  • Commonwealth Equity Services first reported a position in Perion Network in Q1 2017 and held it in 12 quarters.
  • Commonwealth Equity Services's Perion Network position peaked at $423K in Q1 2024.
  • 137 funds tracked by Wall St. Rank held Perion Network as of Q2 2024.

Based on Commonwealth Equity Services's 13F filing for Q2 2024, filed 31 Jul 2024.