Envestnet Asset Management
PERI icon

Envestnet Asset Management’s Perion Network PERI Stock Holding History

Envestnet Asset 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
-80,352
Closed -$1.81M – 4271
2024
Q1 		$1.81M Sell
80,352
-14,338
-15% -$365K ﹤0.01% 2635
2023
Q4 		$2.92M Sell
94,690
-568
-0.6% -$16.1K ﹤0.01% 2231
2023
Q3 		$2.92M Buy
95,258
+2,533
+3% +$85K ﹤0.01% 2145
2023
Q2 		$2.84M Buy
92,725
+8,867
+11% +$305K ﹤0.01% 2065
2023
Q1 		$3.32M Buy
83,858
+54,962
+190% +$1.83M ﹤0.01% 1878
2022
Q4 		$731K Buy
+28,896
New +$704K ﹤0.01% 2863

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

Envestnet Asset Management's PERI Position: Q2 2024 in Review

Envestnet Asset Management sold out of Perion Network (PERI) in Q2 2024, closing a stake of 80,352 shares — an estimated $1.81M sold.

Envestnet Asset Management first reported a position in PERI in Q4 2022 and held it in 6 quarters. The position peaked at $3.32M in Q1 2023. 137 funds tracked by Wall St. Rank hold PERI as of Q2 2024.

  • Envestnet Asset Management reported no remaining Perion Network position as of Q2 2024 after selling out during the quarter.
  • Envestnet Asset Management sold 80,352 Perion Network shares in Q2 2024, an estimated $1.81M.
  • Envestnet Asset Management first reported a position in Perion Network in Q4 2022 and held it in 6 quarters.
  • Envestnet Asset Management's Perion Network position peaked at $3.32M in Q1 2023.
  • 137 funds tracked by Wall St. Rank held Perion Network as of Q2 2024.

Based on Envestnet Asset Management's 13F filing for Q2 2024, filed 8 Aug 2024.