Advisors Asset Management’s Pegasystems PEGA Stock Holding History

Advisors Asset 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 Q2	–	Sell	-754	Closed	-$18.3K	–	1453
2023 Q1	$18.3K	Sell	754 -1,516	-67%	-$31.9K	﹤0.01%	1387
2022 Q4	$38.9K	Sell	2,270 -784	-26%	-$13.6K	﹤0.01%	1364
2022 Q3	$49K	Sell	3,054 -294	-9%	-$5.98K	﹤0.01%	1358
2022 Q2	$80K	Sell	3,348 -152	-4%	-$4.55K	﹤0.01%	1318
2022 Q1	$141K	Buy	3,500 +1,072	+44%	+$48.1K	﹤0.01%	1303
2021 Q4	$136K	Buy	2,428 +1,754	+260%	+$104K	﹤0.01%	1322
2021 Q3	$43K	Buy	+674	New	+$44.8K	﹤0.01%	1395
2013 Q3	–	Sell	-724	Closed	-$6K	–	1782
2013 Q2	$6K	Buy	+724	New	+$5.34K	﹤0.01%	1741

Other funds holding PEGA

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

CCM

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

LCG

Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Advisors Asset Management's PEGA Position: Q2 2023 in Review

Advisors Asset Management sold out of Pegasystems (PEGA) in Q2 2023, closing a stake of 754 shares — an estimated $18.3K sold.

Advisors Asset Management first reported a position in PEGA in Q2 2013 and held it in 8 quarters. The position peaked at $141K in Q1 2022. 172 funds tracked by Wall St. Rank hold PEGA as of Q2 2023.

Advisors Asset Management reported no remaining Pegasystems position as of Q2 2023 after selling out during the quarter.
Advisors Asset Management sold 754 Pegasystems shares in Q2 2023, an estimated $18.3K.
Advisors Asset Management first reported a position in Pegasystems in Q2 2013 and held it in 8 quarters.
Advisors Asset Management's Pegasystems position peaked at $141K in Q1 2022.
172 funds tracked by Wall St. Rank held Pegasystems as of Q2 2023.

Based on Advisors Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.