Corient Private Wealth
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Corient Private Wealth’s Pegasystems PEGA Stock Holding History

Corient Private Wealth’s Portfolio PEGA Stock Details PEGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.52M Sell
28,008
-7,292
-21% -$395K ﹤0.01% 1229
2025
Q1 		$1.23M Sell
35,300
-11,512
-25% -$400K ﹤0.01% 1194
2024
Q4 		$2.18M Sell
46,812
-4,752
-9% -$221K ﹤0.01% 968
2024
Q3 		$1.88M Buy
+51,564
New +$1.88M ﹤0.01% 1106