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Financial Gravity Asset Management’s Pegasystems PEGA Stock Holding History

Financial Gravity Asset 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
2023
Q1 		– Sell
-68
Closed -$659 – 1508
2022
Q4 		$659 Buy
+68
New +$1.18K ﹤0.01% 755

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Financial Gravity Asset Management's PEGA Position: Q1 2023 in Review

Financial Gravity Asset Management sold out of Pegasystems (PEGA) in Q1 2023, closing a stake of 68 shares — an estimated $659 sold.

Financial Gravity Asset Management first reported a position in PEGA in Q4 2022 and held it in 1 quarter. The position peaked at $659 in Q4 2022. 190 funds tracked by Wall St. Rank hold PEGA as of Q1 2023.

  • Financial Gravity Asset Management reported no remaining Pegasystems position as of Q1 2023 after selling out during the quarter.
  • Financial Gravity Asset Management sold 68 Pegasystems shares in Q1 2023, an estimated $659.
  • Financial Gravity Asset Management first reported a position in Pegasystems in Q4 2022 and held it in 1 quarter.
  • Financial Gravity Asset Management's Pegasystems position peaked at $659 in Q4 2022.
  • 190 funds tracked by Wall St. Rank held Pegasystems as of Q1 2023.

Based on Financial Gravity Asset Management's 13F filing for Q1 2023, filed 12 May 2023.