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Hennion & Walsh Asset Management’s Pegasystems PEGA Stock Holding History

Hennion & Walsh 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
2022
Q2 		– Sell
-5,630
Closed -$227K – 789
2022
Q1 		$227K Buy
5,630
+492
+10% +$22.1K 0.01% 714
2021
Q4 		$287K Buy
+5,138
New +$304K 0.01% 657

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
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
Capital Research Global Investors
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Hennion & Walsh Asset Management's PEGA Position: Q2 2022 in Review

Hennion & Walsh Asset Management sold out of Pegasystems (PEGA) in Q2 2022, closing a stake of 5,630 shares — an estimated $227K sold.

Hennion & Walsh Asset Management first reported a position in PEGA in Q4 2021 and held it in 2 quarters. The position peaked at $287K in Q4 2021. 214 funds tracked by Wall St. Rank hold PEGA as of Q2 2022.

  • Hennion & Walsh Asset Management reported no remaining Pegasystems position as of Q2 2022 after selling out during the quarter.
  • Hennion & Walsh Asset Management sold 5,630 Pegasystems shares in Q2 2022, an estimated $227K.
  • Hennion & Walsh Asset Management first reported a position in Pegasystems in Q4 2021 and held it in 2 quarters.
  • Hennion & Walsh Asset Management's Pegasystems position peaked at $287K in Q4 2021.
  • 214 funds tracked by Wall St. Rank held Pegasystems as of Q2 2022.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2022, filed 19 Jul 2022.