HC Financial Advisors’s Pegasystems PEGA Stock Holding History

HC Financial 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 Q2	–	Sell	-300	Closed	-$12K	–	352
2022 Q1	$12K	Hold	300	–	–	0.01%	226
2021 Q4	$17K	Hold	300	–	–	0.01%	213
2021 Q3	$19K	Hold	300	–	–	0.01%	197
2021 Q2	$21K	Hold	300	–	–	0.01%	190
2021 Q1	$17K	Hold	300	–	–	0.01%	206
2020 Q4	$20K	Hold	300	–	–	0.01%	202
2020 Q3	$18K	Hold	300	–	–	0.01%	191
2020 Q2	$15K	Hold	300	–	–	0.01%	199
2020 Q1	$11K	Buy	+300	New	+$12.6K	0.01%	231

Other funds holding PEGA

BCM

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

LCG

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

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

TGA

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

HC Financial Advisors's PEGA Position: Q2 2022 in Review

HC Financial Advisors sold out of Pegasystems (PEGA) in Q2 2022, closing a stake of 300 shares — an estimated $12K sold.

HC Financial Advisors first reported a position in PEGA in Q1 2020 and held it in 9 quarters. The position peaked at $21K in Q2 2021. 214 funds tracked by Wall St. Rank hold PEGA as of Q2 2022.

HC Financial Advisors reported no remaining Pegasystems position as of Q2 2022 after selling out during the quarter.
HC Financial Advisors sold 300 Pegasystems shares in Q2 2022, an estimated $12K.
HC Financial Advisors first reported a position in Pegasystems in Q1 2020 and held it in 9 quarters.
HC Financial Advisors's Pegasystems position peaked at $21K in Q2 2021.
214 funds tracked by Wall St. Rank held Pegasystems as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.