Castleview Partners’s Pegasystems PEGA Stock Holding History

Castleview Partners’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	–	Sell	-2,890	Closed	-$70.1K	–	718
2023 Q1	$70.1K	Buy	+2,890	New	+$60.9K	0.06%	219

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Castleview Partners's PEGA Position: Q2 2023 in Review

Castleview Partners sold out of Pegasystems (PEGA) in Q2 2023, closing a stake of 2,890 shares — an estimated $70.1K sold.

Castleview Partners first reported a position in PEGA in Q1 2023 and held it in 1 quarter. The position peaked at $70.1K in Q1 2023. 172 funds tracked by Wall St. Rank hold PEGA as of Q2 2023.

Castleview Partners reported no remaining Pegasystems position as of Q2 2023 after selling out during the quarter.
Castleview Partners sold 2,890 Pegasystems shares in Q2 2023, an estimated $70.1K.
Castleview Partners first reported a position in Pegasystems in Q1 2023 and held it in 1 quarter.
Castleview Partners's Pegasystems position peaked at $70.1K in Q1 2023.
172 funds tracked by Wall St. Rank held Pegasystems as of Q2 2023.

Based on Castleview Partners's 13F filing for Q2 2023, filed 15 Aug 2023.