Congress Wealth Management’s Perion Network PERI Stock Holding History

Congress 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
2024 Q2	–	Sell	-16,263	Closed	-$366K	–	733
2024 Q1	$366K	Sell	16,263 -140,101	-90%	-$3.57M	0.01%	482
2023 Q4	$4.83M	Sell	156,364 -19,664	-11%	-$559K	0.09%	228
2023 Q3	$5.39M	Sell	176,028 -33,406	-16%	-$1.12M	0.11%	207
2023 Q2	$6.42M	Buy	209,434 +17,909	+9%	+$615K	0.15%	165
2023 Q1	$7.58M	Buy	191,525 +133,324	+229%	+$4.44M	0.18%	151
2022 Q4	$1.47M	Buy	58,201 +4,475	+8%	+$109K	0.04%	294
2022 Q3	$1.04M	Buy	+53,726	New	+$1.08M	0.03%	331

Other funds holding PERI

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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 Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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 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 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

Congress Wealth Management's PERI Position: Q2 2024 in Review

Congress Wealth Management sold out of Perion Network (PERI) in Q2 2024, closing a stake of 16,263 shares — an estimated $366K sold.

Congress Wealth Management first reported a position in PERI in Q3 2022 and held it in 7 quarters. The position peaked at $7.58M in Q1 2023. 137 funds tracked by Wall St. Rank hold PERI as of Q2 2024.

Congress Wealth Management reported no remaining Perion Network position as of Q2 2024 after selling out during the quarter.
Congress Wealth Management sold 16,263 Perion Network shares in Q2 2024, an estimated $366K.
Congress Wealth Management first reported a position in Perion Network in Q3 2022 and held it in 7 quarters.
Congress Wealth Management's Perion Network position peaked at $7.58M in Q1 2023.
137 funds tracked by Wall St. Rank held Perion Network as of Q2 2024.

Based on Congress Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.