AWM
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Accurate Wealth Management’s Pegasystems PEGA Stock Holding History

Accurate Wealth Management’s Portfolio PEGA Stock Details PEGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-30
Closed -$503 – 1068
2022
Q4 		$503 Buy
+30
New +$519 ﹤0.01% 1480

Other funds holding PEGA

BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Accurate Wealth Management's PEGA Position: Q1 2023 in Review

Accurate Wealth Management sold out of Pegasystems (PEGA) in Q1 2023, closing a stake of 30 shares — an estimated $503 sold.

Accurate Wealth Management first reported a position in PEGA in Q4 2022 and held it in 1 quarter. The position peaked at $503 in Q4 2022. 190 funds tracked by Wall St. Rank hold PEGA as of Q1 2023.

  • Accurate Wealth Management reported no remaining Pegasystems position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 30 Pegasystems shares in Q1 2023, an estimated $503.
  • Accurate Wealth Management first reported a position in Pegasystems in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Pegasystems position peaked at $503 in Q4 2022.
  • 190 funds tracked by Wall St. Rank held Pegasystems as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.