AWA
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Arkadios Wealth Advisors’s Pegasystems PEGA Stock Holding History

Arkadios Wealth Advisors’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
2021
Q4 		– Sell
-200
Closed -$12K – 1421
2021
Q3 		$12K Hold
200
– – ﹤0.01% 1395
2021
Q2 		$13K Hold
200
– – ﹤0.01% 1458
2021
Q1 		$11K Hold
200
– – ﹤0.01% 1163
2020
Q4 		$13K Hold
200
– – ﹤0.01% 894
2020
Q3 		$13.1K Hold
200
– – 0.01% 688
2020
Q2 		$9.93K Hold
200
– – 0.01% 682
2020
Q1 		$7.12K Hold
200
– – ﹤0.01% 705
2019
Q4 		$9.77K Buy
+200
New +$7.56K 0.01% 599

Other funds holding PEGA

BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
LCG
Luxor Capital Group New York $2.52B AUM 29.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
FAM
Foxhaven Asset Management Charlottesville, Virginia $3.73B AUM 2.63% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Arkadios Wealth Advisors's PEGA Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Pegasystems (PEGA) in Q4 2021, closing a stake of 200 shares — an estimated $12K sold.

Arkadios Wealth Advisors first reported a position in PEGA in Q4 2019 and held it in 8 quarters. The position peaked at $13.1K in Q3 2020. 265 funds tracked by Wall St. Rank hold PEGA as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Pegasystems position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 200 Pegasystems shares in Q4 2021, an estimated $12K.
  • Arkadios Wealth Advisors first reported a position in Pegasystems in Q4 2019 and held it in 8 quarters.
  • Arkadios Wealth Advisors's Pegasystems position peaked at $13.1K in Q3 2020.
  • 265 funds tracked by Wall St. Rank held Pegasystems as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.