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Atlas Private Wealth Advisors’s Pegasystems PEGA Stock Holding History

Atlas Private 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
Q3 		– Sell
-20
Closed -$1K – 793
2021
Q2 		$1K Hold
20
– – ﹤0.01% 747
2021
Q1 		$1K Hold
20
– – ﹤0.01% 830
2020
Q4 		$1K Hold
20
– – ﹤0.01% 728
2020
Q3 		$1K Buy
+20
New +$1.15K ﹤0.01% 640

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
LCG
Luxor Capital Group New York $2.52B AUM 29.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
FAM
Foxhaven Asset Management Charlottesville, Virginia $3.73B AUM 2.63% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Atlas Private Wealth Advisors's PEGA Position: Q3 2021 in Review

Atlas Private Wealth Advisors sold out of Pegasystems (PEGA) in Q3 2021, closing a stake of 20 shares — an estimated $1K sold.

Atlas Private Wealth Advisors first reported a position in PEGA in Q3 2020 and held it in 4 quarters. The position peaked at $1K in Q2 2021. 243 funds tracked by Wall St. Rank hold PEGA as of Q3 2021.

  • Atlas Private Wealth Advisors reported no remaining Pegasystems position as of Q3 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 20 Pegasystems shares in Q3 2021, an estimated $1K.
  • Atlas Private Wealth Advisors first reported a position in Pegasystems in Q3 2020 and held it in 4 quarters.
  • Atlas Private Wealth Advisors's Pegasystems position peaked at $1K in Q2 2021.
  • 243 funds tracked by Wall St. Rank held Pegasystems as of Q3 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.