Curi Wealth Management’s Pegasystems PEGA Stock Holding History

Curi 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
2022 Q3	–	Sell	-4	Closed	–	–	558
2022 Q2	$0	Hold	4	–	–	﹤0.01%	703
2022 Q1	$0	Hold	4	–	–	﹤0.01%	615
2021 Q4	$0	Buy	+4	New	+$237	﹤0.01%	575

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

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

TGA

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

CCM

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

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

Curi Wealth Management's PEGA Position: Q3 2022 in Review

Curi Wealth Management sold out of Pegasystems (PEGA) in Q3 2022, closing a stake of 4 shares.

Curi Wealth Management first reported a position in PEGA in Q4 2021 and held it in 3 quarters. The position peaked at $0 in Q2 2022. 178 funds tracked by Wall St. Rank hold PEGA as of Q3 2022.

Curi Wealth Management reported no remaining Pegasystems position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 4 Pegasystems shares in Q3 2022.
Curi Wealth Management first reported a position in Pegasystems in Q4 2021 and held it in 3 quarters.
Curi Wealth Management's Pegasystems position peaked at $0 in Q2 2022.
178 funds tracked by Wall St. Rank held Pegasystems as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.