CSat Investment Advisory’s Pegasystems PEGA Stock Holding History

CSat Investment Advisory’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 Q4	–	Sell	-232	Closed	-$14K	–	836
2020 Q3	$14K	Buy	232 +28	+14%	+$1.61K	﹤0.01%	966
2020 Q2	$10K	Sell	204 -260	-56%	-$11.3K	﹤0.01%	1042
2020 Q1	$17K	Buy	464 +80	+21%	+$3.36K	﹤0.01%	762
2019 Q4	$15K	Buy	384 +48	+14%	+$1.81K	﹤0.01%	876
2019 Q3	$11K	Buy	336 +48	+17%	+$1.74K	﹤0.01%	894
2019 Q2	$10K	Buy	+288	New	+$10.3K	﹤0.01%	884

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 $1.43B AUM 30.88% 1-Year Est. Return

CCM

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

PIMC

Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

TGHSA

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

CSat Investment Advisory's PEGA Position: Q4 2020 in Review

CSat Investment Advisory sold out of Pegasystems (PEGA) in Q4 2020, closing a stake of 232 shares — an estimated $14K sold.

CSat Investment Advisory first reported a position in PEGA in Q2 2019 and held it in 6 quarters. The position peaked at $17K in Q1 2020. 257 funds tracked by Wall St. Rank hold PEGA as of Q4 2020.

CSat Investment Advisory reported no remaining Pegasystems position as of Q4 2020 after selling out during the quarter.
CSat Investment Advisory sold 232 Pegasystems shares in Q4 2020, an estimated $14K.
CSat Investment Advisory first reported a position in Pegasystems in Q2 2019 and held it in 6 quarters.
CSat Investment Advisory's Pegasystems position peaked at $17K in Q1 2020.
257 funds tracked by Wall St. Rank held Pegasystems as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.