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Congress Wealth Management’s Varonis Systems VRNS Stock Holding History

Congress Wealth Management’s Portfolio VRNS Stock Details VRNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-12,185
Closed -$357K – 570
2022
Q2 		$357K Hold
12,185
– – 0.01% 447
2022
Q1 		$579K Sell
12,185
-900
-7% -$36.9K 0.01% 427
2021
Q4 		$638K Buy
+13,085
New +$745K 0.01% 438

Other funds holding VRNS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.48B AUM 29.32% 1-Year Est. Return
SEP
Soma Equity Partners San Francisco, California $1.44B AUM 28.25% 1-Year Est. Return

Congress Wealth Management's VRNS Position: Q3 2022 in Review

Congress Wealth Management sold out of Varonis Systems (VRNS) in Q3 2022, closing a stake of 12,185 shares — an estimated $357K sold.

Congress Wealth Management first reported a position in VRNS in Q4 2021 and held it in 3 quarters. The position peaked at $638K in Q4 2021. 248 funds tracked by Wall St. Rank hold VRNS as of Q3 2022.

  • Congress Wealth Management reported no remaining Varonis Systems position as of Q3 2022 after selling out during the quarter.
  • Congress Wealth Management sold 12,185 Varonis Systems shares in Q3 2022, an estimated $357K.
  • Congress Wealth Management first reported a position in Varonis Systems in Q4 2021 and held it in 3 quarters.
  • Congress Wealth Management's Varonis Systems position peaked at $638K in Q4 2021.
  • 248 funds tracked by Wall St. Rank held Varonis Systems as of Q3 2022.

Based on Congress Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.