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Baystate Wealth Management’s Pegasystems PEGA Stock Holding History

Baystate 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
2022
Q2 		– Sell
-16
Closed -$479 – 940
2022
Q1 		$1K Hold
16
– – ﹤0.01% 845
2021
Q4 		$1K Hold
16
– – ﹤0.01% 841
2021
Q3 		$1K Hold
16
– – ﹤0.01% 790
2021
Q2 		$1K Hold
16
– – ﹤0.01% 760
2021
Q1 		$1K Buy
+16
New +$1.05K ﹤0.01% 689

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Baystate Wealth Management's PEGA Position: Q2 2022 in Review

Baystate Wealth Management sold out of Pegasystems (PEGA) in Q2 2022, closing a stake of 16 shares — an estimated $479 sold.

Baystate Wealth Management first reported a position in PEGA in Q1 2021 and held it in 5 quarters. The position peaked at $1K in Q1 2022. 213 funds tracked by Wall St. Rank hold PEGA as of Q2 2022.

  • Baystate Wealth Management reported no remaining Pegasystems position as of Q2 2022 after selling out during the quarter.
  • Baystate Wealth Management sold 16 Pegasystems shares in Q2 2022, an estimated $479.
  • Baystate Wealth Management first reported a position in Pegasystems in Q1 2021 and held it in 5 quarters.
  • Baystate Wealth Management's Pegasystems position peaked at $1K in Q1 2022.
  • 213 funds tracked by Wall St. Rank held Pegasystems as of Q2 2022.

Based on Baystate Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.