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Avantax Planning Partners’s Pegasystems PEGA Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-188
Closed -$6K – 938
2018
Q3 		$6K Buy
+188
New +$5.69K ﹤0.01% 1043
2018
Q2 		– Sell
-246
Closed -$7K – 1117
2018
Q1 		$7K Buy
+246
New +$6.65K ﹤0.01% 1212

Other funds holding PEGA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Avantax Planning Partners's PEGA Position: Q4 2018 in Review

Avantax Planning Partners sold out of Pegasystems (PEGA) in Q4 2018, closing a stake of 188 shares — an estimated $6K sold.

Avantax Planning Partners first reported a position in PEGA in Q1 2018 and held it in 2 quarters. The position peaked at $7K in Q1 2018. 152 funds tracked by Wall St. Rank hold PEGA as of Q4 2018.

  • Avantax Planning Partners reported no remaining Pegasystems position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 188 Pegasystems shares in Q4 2018, an estimated $6K.
  • Avantax Planning Partners first reported a position in Pegasystems in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Pegasystems position peaked at $7K in Q1 2018.
  • 152 funds tracked by Wall St. Rank held Pegasystems as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.