IAA
PEGA icon

Independent Advisor Alliance’s Pegasystems PEGA Stock Holding History

Independent Advisor Alliance’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
-5,014
Closed -$202K – 676
2022
Q1 		$202K Sell
5,014
-574
-10% -$25.8K 0.01% 616
2021
Q4 		$312K Sell
5,588
-186
-3% -$11K 0.02% 509
2021
Q3 		$367K Sell
5,774
-644
-10% -$42.9K 0.02% 439
2021
Q2 		$447K Sell
6,418
-12
-0.2% -$757 0.02% 417
2021
Q1 		$368K Sell
6,430
-46
-0.7% -$3.01K 0.02% 440
2020
Q4 		$432K Buy
6,476
+72
+1% +$4.59K 0.03% 368
2020
Q3 		$388K Buy
+6,404
New +$368K 0.03% 343

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