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Carolinas Wealth Consulting’s Pegasystems PEGA Stock Holding History

Carolinas Wealth Consulting’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
-62
Closed -$4K – 989
2020
Q3 		$4K Buy
+62
New +$3.56K ﹤0.01% 602

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CCM
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BlackRock
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Invesco
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RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
BAMCO Inc
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

Carolinas Wealth Consulting's PEGA Position: Q4 2020 in Review

Carolinas Wealth Consulting sold out of Pegasystems (PEGA) in Q4 2020, closing a stake of 62 shares — an estimated $4K sold.

Carolinas Wealth Consulting first reported a position in PEGA in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 257 funds tracked by Wall St. Rank hold PEGA as of Q4 2020.

  • Carolinas Wealth Consulting reported no remaining Pegasystems position as of Q4 2020 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 62 Pegasystems shares in Q4 2020, an estimated $4K.
  • Carolinas Wealth Consulting first reported a position in Pegasystems in Q3 2020 and held it in 1 quarter.
  • Carolinas Wealth Consulting's Pegasystems position peaked at $4K in Q3 2020.
  • 257 funds tracked by Wall St. Rank held Pegasystems as of Q4 2020.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2020, filed 16 Feb 2021.