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Capital Performance Advisors’s Pegasystems PEGA Stock Holding History

Capital Performance Advisors’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
2024
Q4 		– Sell
-1,828
Closed -$66.8K – 1954
2024
Q3 		$66.8K Buy
+1,828
New +$60.2K 0.02% 274

Other funds holding PEGA

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Performance Advisors's PEGA Position: Q4 2024 in Review

Capital Performance Advisors sold out of Pegasystems (PEGA) in Q4 2024, closing a stake of 1,828 shares — an estimated $66.8K sold.

Capital Performance Advisors first reported a position in PEGA in Q3 2024 and held it in 1 quarter. The position peaked at $66.8K in Q3 2024. 321 funds tracked by Wall St. Rank hold PEGA as of Q4 2024.

  • Capital Performance Advisors reported no remaining Pegasystems position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 1,828 Pegasystems shares in Q4 2024, an estimated $66.8K.
  • Capital Performance Advisors first reported a position in Pegasystems in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Pegasystems position peaked at $66.8K in Q3 2024.
  • 321 funds tracked by Wall St. Rank held Pegasystems as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.