MWM
PERI icon

Modera Wealth Management’s Perion Network PERI Stock Holding History

Modera 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
-13,801
Closed -$310K – 585
2024
Q1 		$310K Buy
+13,801
New +$352K ﹤0.01% 475

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

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

Modera Wealth Management sold out of Perion Network (PERI) in Q2 2024, closing a stake of 13,801 shares — an estimated $310K sold.

Modera Wealth Management first reported a position in PERI in Q1 2024 and held it in 1 quarter. The position peaked at $310K in Q1 2024. 137 funds tracked by Wall St. Rank hold PERI as of Q2 2024.

  • Modera Wealth Management reported no remaining Perion Network position as of Q2 2024 after selling out during the quarter.
  • Modera Wealth Management sold 13,801 Perion Network shares in Q2 2024, an estimated $310K.
  • Modera Wealth Management first reported a position in Perion Network in Q1 2024 and held it in 1 quarter.
  • Modera Wealth Management's Perion Network position peaked at $310K in Q1 2024.
  • 137 funds tracked by Wall St. Rank held Perion Network as of Q2 2024.

Based on Modera Wealth Management's 13F filing for Q2 2024, filed 29 Jul 2024.