Avior Wealth Management’s Pegasystems PEGA Stock Holding History

Avior Wealth 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
2025 Q1	–	Sell	-62	Closed	-$2.89K	–	1866
2024 Q4	$2.89K	Buy	62 +14	+29%	+$599	﹤0.01%	2041
2024 Q3	$1.75K	Buy	48 +22	+85%	+$725	﹤0.01%	1994
2024 Q2	$786	Buy	+26	New	+$779	﹤0.01%	2058
2023 Q2	–	Sell	-132	Closed	-$3.2K	–	1649
2023 Q1	$3.2K	Buy	+132	New	+$2.78K	﹤0.01%	1328
2022 Q2	–	Sell	-8,494	Closed	-$342K	–	1183
2022 Q1	$342K	Sell	8,494 -1,452	-15%	-$65.1K	0.03%	361
2021 Q4	$556K	Hold	9,946	–	–	0.05%	309
2021 Q3	$632K	Buy	9,946 +1,394	+16%	+$92.8K	0.05%	263
2021 Q2	$595K	Buy	+8,552	New	+$539K	0.06%	264

Other funds holding PEGA

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

TGA

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

BCM

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avior Wealth Management's PEGA Position: Q1 2025 in Review

Avior Wealth Management sold out of Pegasystems (PEGA) in Q1 2025, closing a stake of 62 shares — an estimated $2.89K sold.

Avior Wealth Management first reported a position in PEGA in Q2 2021 and held it in 8 quarters. The position peaked at $632K in Q3 2021. 328 funds tracked by Wall St. Rank hold PEGA as of Q1 2025.

Avior Wealth Management reported no remaining Pegasystems position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 62 Pegasystems shares in Q1 2025, an estimated $2.89K.
Avior Wealth Management first reported a position in Pegasystems in Q2 2021 and held it in 8 quarters.
Avior Wealth Management's Pegasystems position peaked at $632K in Q3 2021.
328 funds tracked by Wall St. Rank held Pegasystems as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.