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Harvest Group Wealth Management’s Pegasystems PEGA Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-22
Closed -$1K – 512
2020
Q4 		$1K Buy
+22
New +$1.4K ﹤0.01% 527

Other funds holding PEGA

BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
LCG
Luxor Capital Group New York $2.52B AUM 29.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
FAM
Foxhaven Asset Management Charlottesville, Virginia $3.73B AUM 2.63% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

Harvest Group Wealth Management's PEGA Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Pegasystems (PEGA) in Q1 2021, closing a stake of 22 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in PEGA in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 255 funds tracked by Wall St. Rank hold PEGA as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Pegasystems position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 22 Pegasystems shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Pegasystems in Q4 2020 and held it in 1 quarter.
  • Harvest Group Wealth Management's Pegasystems position peaked at $1K in Q4 2020.
  • 255 funds tracked by Wall St. Rank held Pegasystems as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.