IWP
PEGA icon

Icon Wealth Partners’s Pegasystems PEGA Stock Holding History

Icon Wealth Partners’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 		$429K Sell
17,954
-4,194
-19% -$125K 0.05% 201
2022
Q1 		$893K Buy
22,148
+8,844
+66% +$397K 0.09% 161
2021
Q4 		$744K Sell
13,304
-11,548
-46% -$684K 0.07% 176
2021
Q3 		$1.58M Buy
24,852
+1,440
+6% +$95.8K 0.17% 132
2021
Q2 		$1.63M Buy
23,412
+2,782
+13% +$175K 0.17% 120
2021
Q1 		$1.18M Buy
20,630
+4,486
+28% +$293K 0.15% 129
2020
Q4 		$1.08M Buy
16,144
+3,536
+28% +$226K 0.17% 112
2020
Q3 		$763K Buy
+12,608
New +$725K 0.15% 115

Other funds holding PEGA

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Vanguard Group
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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