Guinness Atkinson Asset Management’s Pegasystems PEGA Stock Holding History

Guinness Atkinson 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
2024 Q4	–	Sell	-790	Closed	-$28.9K	–	92
2024 Q3	$28.9K	Hold	790	–	–	0.01%	91
2024 Q2	$23.9K	Sell	790 -158	-17%	-$4.74K	0.01%	91
2024 Q1	$30.6K	Sell	948 -316	-25%	-$8.87K	0.01%	96
2023 Q4	$30.9K	Hold	1,264	–	–	0.02%	100
2023 Q3	$27.4K	Hold	1,264	–	–	0.02%	100
2023 Q2	$31.2K	Hold	1,264	–	–	0.02%	99
2023 Q1	$30.6K	Sell	1,264 -158	-11%	-$3.33K	0.02%	95
2022 Q4	$24.3K	Sell	1,422 -158	-10%	-$2.73K	0.02%	101
2022 Q3	$25K	Hold	1,580	–	–	0.02%	101
2022 Q2	$38K	Buy	1,580 +260	+20%	+$7.78K	0.02%	94
2022 Q1	$53K	Hold	1,320	–	–	0.03%	92
2021 Q4	$74K	Hold	1,320	–	–	0.03%	87
2021 Q3	$84K	Hold	1,320	–	–	0.04%	85
2021 Q2	$92K	Hold	1,320	–	–	0.04%	86
2021 Q1	$75K	Buy	1,320 +1,188	+900%	+$77.7K	0.04%	90
2020 Q4	$9K	Buy	+132	New	+$8.42K	﹤0.01%	86

Other funds holding PEGA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TGA

TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Guinness Atkinson Asset Management's PEGA Position: Q4 2024 in Review

Guinness Atkinson Asset Management sold out of Pegasystems (PEGA) in Q4 2024, closing a stake of 790 shares — an estimated $28.9K sold.

Guinness Atkinson Asset Management first reported a position in PEGA in Q4 2020 and held it in 16 quarters. The position peaked at $92K in Q2 2021. 321 funds tracked by Wall St. Rank hold PEGA as of Q4 2024.

Guinness Atkinson Asset Management reported no remaining Pegasystems position as of Q4 2024 after selling out during the quarter.
Guinness Atkinson Asset Management sold 790 Pegasystems shares in Q4 2024, an estimated $28.9K.
Guinness Atkinson Asset Management first reported a position in Pegasystems in Q4 2020 and held it in 16 quarters.
Guinness Atkinson Asset Management's Pegasystems position peaked at $92K in Q2 2021.
321 funds tracked by Wall St. Rank held Pegasystems as of Q4 2024.

Based on Guinness Atkinson Asset Management's 13F filing for Q4 2024, filed 16 Jan 2025.