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FDx Advisors’s Pegasystems PEGA Stock Holding History

FDx 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
2022
Q3 		– Sell
-17,954
Closed -$429K – 798
2022
Q2 		$429K Sell
17,954
-2,446
-12% -$73.2K 0.02% 522
2022
Q1 		$823K Buy
20,400
+7,038
+53% +$316K 0.03% 369
2021
Q4 		$747K Sell
13,362
-11,548
-46% -$684K 0.02% 420
2021
Q3 		$1.58M Buy
24,910
+1,440
+6% +$95.8K 0.05% 252
2021
Q2 		$1.63M Buy
23,470
+3,934
+20% +$248K 0.05% 230
2021
Q1 		$1.12M Buy
19,536
+3,636
+23% +$238K 0.04% 276
2020
Q4 		$1.06M Buy
15,900
+3,234
+26% +$206K 0.04% 258
2020
Q3 		$767K Buy
+12,666
New +$728K 0.04% 280
2014
Q3 		– Sell
-21,876
Closed -$231K – 985
2014
Q2 		$231K Buy
+21,876
New +$209K 0.02% 892
2014
Q1 		– Sell
-16,868
Closed -$207K – 779
2013
Q4 		$207K Buy
+16,868
New +$185K 0.02% 620

Other funds holding PEGA

BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Vanguard Group
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
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
RP
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
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

FDx Advisors's PEGA Position: Q3 2022 in Review

FDx Advisors sold out of Pegasystems (PEGA) in Q3 2022, closing a stake of 17,954 shares — an estimated $429K sold.

FDx Advisors first reported a position in PEGA in Q4 2013 and held it in 10 quarters. The position peaked at $1.63M in Q2 2021. 177 funds tracked by Wall St. Rank hold PEGA as of Q3 2022.

  • FDx Advisors reported no remaining Pegasystems position as of Q3 2022 after selling out during the quarter.
  • FDx Advisors sold 17,954 Pegasystems shares in Q3 2022, an estimated $429K.
  • FDx Advisors first reported a position in Pegasystems in Q4 2013 and held it in 10 quarters.
  • FDx Advisors's Pegasystems position peaked at $1.63M in Q2 2021.
  • 177 funds tracked by Wall St. Rank held Pegasystems as of Q3 2022.

Based on FDx Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.