CAAS
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Capital Asset Advisory Services’s Pegasystems PEGA Stock Holding History

Capital Asset Advisory Services’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
2021
Q1 		– Sell
-18
Closed -$1K – 1266
2020
Q4 		$1K Buy
+18
New +$1.15K ﹤0.01% 1534

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TGHSA
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Capital Asset Advisory Services's PEGA Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Pegasystems (PEGA) in Q1 2021, closing a stake of 18 shares — an estimated $1K sold.

Capital Asset Advisory Services first reported a position in PEGA in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 255 funds tracked by Wall St. Rank hold PEGA as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Pegasystems position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 18 Pegasystems shares in Q1 2021, an estimated $1K.
  • Capital Asset Advisory Services first reported a position in Pegasystems in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Pegasystems position peaked at $1K in Q4 2020.
  • 255 funds tracked by Wall St. Rank held Pegasystems as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.