Concord Wealth Partners’s Pegasystems PEGA Stock Holding History

Concord Wealth 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
2022 Q3	–	Sell	-76	Closed	-$2K	–	841
2022 Q2	$2K	Sell	76 -48	-39%	-$1.44K	﹤0.01%	1045
2022 Q1	$5K	Buy	124 +48	+63%	+$2.15K	﹤0.01%	913
2021 Q4	$4K	Hold	76	–	–	﹤0.01%	1002
2021 Q3	$5K	Hold	76	–	–	﹤0.01%	590
2021 Q2	$5K	Hold	76	–	–	﹤0.01%	739
2021 Q1	$4K	Hold	76	–	–	﹤0.01%	724
2020 Q4	$5K	Buy	+76	New	+$4.85K	﹤0.01%	420

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

LCG

Luxor Capital Group New York $2.52B AUM 29.31% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

TGA

TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

CCM

Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Concord Wealth Partners's PEGA Position: Q3 2022 in Review

Concord Wealth Partners sold out of Pegasystems (PEGA) in Q3 2022, closing a stake of 76 shares — an estimated $2K sold.

Concord Wealth Partners first reported a position in PEGA in Q4 2020 and held it in 7 quarters. The position peaked at $5K in Q1 2022. 177 funds tracked by Wall St. Rank hold PEGA as of Q3 2022.

Concord Wealth Partners reported no remaining Pegasystems position as of Q3 2022 after selling out during the quarter.
Concord Wealth Partners sold 76 Pegasystems shares in Q3 2022, an estimated $2K.
Concord Wealth Partners first reported a position in Pegasystems in Q4 2020 and held it in 7 quarters.
Concord Wealth Partners's Pegasystems position peaked at $5K in Q1 2022.
177 funds tracked by Wall St. Rank held Pegasystems as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.