Crewe Advisors’s Pegasystems PEGA Stock Holding History

Crewe Advisors’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
2024 Q2	–	Sell	-82	Closed	-$2.65K	–	1016
2024 Q1	$2.65K	Hold	82	–	–	﹤0.01%	832
2023 Q4	$2K	Buy	+82	New	+$1.92K	﹤0.01%	296

Other funds holding PEGA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LCG

Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

Crewe Advisors's PEGA Position: Q2 2024 in Review

Crewe Advisors sold out of Pegasystems (PEGA) in Q2 2024, closing a stake of 82 shares — an estimated $2.65K sold.

Crewe Advisors first reported a position in PEGA in Q4 2023 and held it in 2 quarters. The position peaked at $2.65K in Q1 2024. 280 funds tracked by Wall St. Rank hold PEGA as of Q2 2024.

Crewe Advisors reported no remaining Pegasystems position as of Q2 2024 after selling out during the quarter.
Crewe Advisors sold 82 Pegasystems shares in Q2 2024, an estimated $2.65K.
Crewe Advisors first reported a position in Pegasystems in Q4 2023 and held it in 2 quarters.
Crewe Advisors's Pegasystems position peaked at $2.65K in Q1 2024.
280 funds tracked by Wall St. Rank held Pegasystems as of Q2 2024.

Based on Crewe Advisors's 13F filing for Q2 2024, filed 29 Jul 2024.