HGERS
PEGA icon

Householder Group Estate & Retirement Specialist’s Pegasystems PEGA Stock Holding History

Householder Group Estate & Retirement Specialist’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 		$49K Sell
1,064
-20
-2% -$855 0.04% 214
2024
Q3 		$39K Hold
1,084
– – 0.01% 533
2024
Q2 		$32K Buy
+1,084
New +$32.5K 0.01% 569

Other funds holding PEGA

Vanguard Group
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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

Householder Group Estate & Retirement Specialist's PEGA Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Pegasystems (PEGA) stake by 1.8% in Q4 2024, selling an estimated $855 and leaving 1,064 shares worth $49K. The position accounts for 0.04% of the portfolio, ranked #214.

Householder Group Estate & Retirement Specialist first reported a position in PEGA in Q2 2024 and has held it in 3 quarters since. 321 funds tracked by Wall St. Rank hold PEGA as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 1,064 shares of Pegasystems worth $49K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 20 Pegasystems shares in Q4 2024, an estimated $855.
  • Pegasystems made up 0.04% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #214 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Pegasystems in Q2 2024 and has held it in 3 quarters since.
  • 321 funds tracked by Wall St. Rank held Pegasystems as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.