Glassman Wealth Services’s Pegasystems PEGA Stock Holding History

Glassman Wealth Services’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 Q1	–	Sell	-112	Closed	-$2.74K	–	1353
2023 Q4	$2.74K	Hold	112	–	–	﹤0.01%	1258
2023 Q3	$2.43K	Buy	112 +40	+56%	+$979	﹤0.01%	1273
2023 Q2	$1.77K	Hold	72	–	–	﹤0.01%	1291
2023 Q1	$1.75K	Sell	72 -40	-36%	-$843	﹤0.01%	1285
2022 Q4	$1.92K	Sell	112 -136	-55%	-$2.35K	﹤0.01%	1266
2022 Q3	$4K	Buy	248 +26	+12%	+$529	﹤0.01%	1067
2022 Q2	$5K	Buy	222 +50	+29%	+$1.5K	﹤0.01%	1015
2022 Q1	$7K	Buy	+172	New	+$7.72K	﹤0.01%	932
2021 Q4	–	Sell	-40	Closed	-$3K	–	1838
2021 Q3	$3K	Hold	40	–	–	﹤0.01%	1087
2021 Q2	$3K	Hold	40	–	–	﹤0.01%	1073
2021 Q1	$2K	Hold	40	–	–	﹤0.01%	1125
2020 Q4	$3K	Hold	40	–	–	﹤0.01%	994
2020 Q3	$2K	Hold	40	–	–	﹤0.01%	1026
2020 Q2	$2K	Buy	40 +26	+186%	+$1.13K	﹤0.01%	883
2020 Q1	$0	Hold	14	–	–	﹤0.01%	1456
2019 Q4	$1K	Buy	+14	New	+$529	﹤0.01%	996

Other funds holding PEGA

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

Capital Research Global Investors

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

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

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

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

Geode Capital Management

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

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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