AG
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Advisor Group’s Pegasystems PEGA Stock Holding History

Advisor Group’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
2019
Q4 		$73K Sell
1,828
-632
-26% -$23.9K ﹤0.01% 3163
2019
Q3 		$83K Buy
2,460
+1,070
+77% +$38.7K ﹤0.01% 3031
2019
Q2 		$49K Sell
1,390
-88
-6% -$3.13K ﹤0.01% 3377
2019
Q1 		$48K Buy
1,478
+2
+0.1% +$59 ﹤0.01% 3415
2018
Q4 		$35K Sell
1,476
-134
-8% -$3.52K ﹤0.01% 3437
2018
Q3 		$50K Buy
1,610
+108
+7% +$3.27K ﹤0.01% 3288
2018
Q2 		$41K Sell
1,502
-294
-16% -$9.01K ﹤0.01% 3256
2018
Q1 		$54K Sell
1,796
-10,306
-85% -$278K ﹤0.01% 3000
2017
Q4 		$285K Buy
12,102
+1,834
+18% +$49.2K ﹤0.01% 1730
2017
Q3 		$296K Buy
10,268
+9,118
+793% +$264K ﹤0.01% 1544
2017
Q2 		$34K Buy
1,150
+28
+2% +$739 ﹤0.01% 3120
2017
Q1 		$25K Buy
1,122
+646
+136% +$13.1K ﹤0.01% 3226
2016
Q4 		$9K Buy
476
+68
+17% +$1.14K ﹤0.01% 3673
2016
Q3 		$6K Sell
408
-20
-5% -$271 ﹤0.01% 3825
2016
Q2 		$5K Buy
+428
New +$5.64K ﹤0.01% 3787

Other funds holding PEGA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
SI
SQN Investors Menlo Park, California $12.8M AUM
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Advisor Group's PEGA Position: Q4 2019 in Review

Advisor Group reduced its Pegasystems (PEGA) stake by 26% in Q4 2019, selling an estimated $23.9K and leaving 1,828 shares worth $73K. The position accounts for ﹤0.01% of the portfolio, ranked #3163.

Advisor Group first reported a position in PEGA in Q2 2016 and has held it in 15 quarters since. The position peaked at $296K in Q3 2017. 198 funds tracked by Wall St. Rank hold PEGA as of Q4 2019.

  • Advisor Group held 1,828 shares of Pegasystems worth $73K as of Q4 2019.
  • Advisor Group sold 632 Pegasystems shares in Q4 2019, an estimated $23.9K.
  • Pegasystems made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3163 holding.
  • Advisor Group first reported a position in Pegasystems in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Pegasystems position peaked at $296K in Q3 2017.
  • 198 funds tracked by Wall St. Rank held Pegasystems as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.