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BerganKDV Wealth Management’s Pegasystems PEGA Stock Holding History

BerganKDV 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
2023
Q2 		$592 Hold
24
– – ﹤0.01% 799
2023
Q1 		$582 Hold
24
– – ﹤0.01% 957
2022
Q4 		$411 Buy
+24
New +$415 ﹤0.01% 965
2020
Q4 		– Sell
-20
Closed -$1K – 1003
2020
Q3 		$1K Buy
+20
New +$1.15K ﹤0.01% 847

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

BerganKDV Wealth Management's PEGA Position: Q2 2023 in Review

BerganKDV Wealth Management held its Pegasystems (PEGA) position steady in Q2 2023 at 24 shares worth $592. The position accounts for ﹤0.01% of the portfolio, ranked #799.

BerganKDV Wealth Management first reported a position in PEGA in Q3 2020 and has held it in 4 quarters since. The position peaked at $1K in Q3 2020. 172 funds tracked by Wall St. Rank hold PEGA as of Q2 2023.

  • BerganKDV Wealth Management held 24 shares of Pegasystems worth $592 as of Q2 2023.
  • BerganKDV Wealth Management left its Pegasystems share count unchanged in Q2 2023.
  • Pegasystems made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #799 holding.
  • BerganKDV Wealth Management first reported a position in Pegasystems in Q3 2020 and has held it in 4 quarters since.
  • BerganKDV Wealth Management's Pegasystems position peaked at $1K in Q3 2020.
  • 172 funds tracked by Wall St. Rank held Pegasystems as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.