CWM
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Circle Wealth Management’s Pegasystems PEGA Stock Holding History

Circle 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
Q3 		– Sell
-5,584
Closed -$282K – 211
2020
Q2 		$282K Buy
+5,584
New +$242K 0.05% 156

Other funds holding PEGA

BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Vanguard Group
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Circle Wealth Management's PEGA Position: Q3 2020 in Review

Circle Wealth Management sold out of Pegasystems (PEGA) in Q3 2020, closing a stake of 5,584 shares — an estimated $282K sold.

Circle Wealth Management first reported a position in PEGA in Q2 2020 and held it in 1 quarter. The position peaked at $282K in Q2 2020. 259 funds tracked by Wall St. Rank hold PEGA as of Q3 2020.

  • Circle Wealth Management reported no remaining Pegasystems position as of Q3 2020 after selling out during the quarter.
  • Circle Wealth Management sold 5,584 Pegasystems shares in Q3 2020, an estimated $282K.
  • Circle Wealth Management first reported a position in Pegasystems in Q2 2020 and held it in 1 quarter.
  • Circle Wealth Management's Pegasystems position peaked at $282K in Q2 2020.
  • 259 funds tracked by Wall St. Rank held Pegasystems as of Q3 2020.

Based on Circle Wealth Management's 13F filing for Q3 2020, filed 16 Nov 2020.