BNC Wealth Management’s Pegasystems PEGA Stock Holding History

BNC 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
2020 Q4	–	Sell	-200	Closed	-$12K	–	364
2020 Q3	$12K	Buy	+200	New	+$11.5K	0.01%	286

Other funds holding PEGA

BCM

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

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

LCG

Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

CCM

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

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

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

PIMC

Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

TGHSA

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

BNC Wealth Management's PEGA Position: Q4 2020 in Review

BNC Wealth Management sold out of Pegasystems (PEGA) in Q4 2020, closing a stake of 200 shares — an estimated $12K sold.

BNC Wealth Management first reported a position in PEGA in Q3 2020 and held it in 1 quarter. The position peaked at $12K in Q3 2020. 257 funds tracked by Wall St. Rank hold PEGA as of Q4 2020.

BNC Wealth Management reported no remaining Pegasystems position as of Q4 2020 after selling out during the quarter.
BNC Wealth Management sold 200 Pegasystems shares in Q4 2020, an estimated $12K.
BNC Wealth Management first reported a position in Pegasystems in Q3 2020 and held it in 1 quarter.
BNC Wealth Management's Pegasystems position peaked at $12K in Q3 2020.
257 funds tracked by Wall St. Rank held Pegasystems as of Q4 2020.

Based on BNC Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.