IAA
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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 $2.52B AUM 29.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $66.6B AUM 7.35% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Independent Advisor Alliance's PEGA Position: Q2 2022 in Review

Independent Advisor Alliance sold out of Pegasystems (PEGA) in Q2 2022, closing a stake of 5,014 shares — an estimated $202K sold.

Independent Advisor Alliance first reported a position in PEGA in Q3 2020 and held it in 7 quarters. The position peaked at $447K in Q2 2021. 213 funds tracked by Wall St. Rank hold PEGA as of Q2 2022.

  • Independent Advisor Alliance reported no remaining Pegasystems position as of Q2 2022 after selling out during the quarter.
  • Independent Advisor Alliance sold 5,014 Pegasystems shares in Q2 2022, an estimated $202K.
  • Independent Advisor Alliance first reported a position in Pegasystems in Q3 2020 and held it in 7 quarters.
  • Independent Advisor Alliance's Pegasystems position peaked at $447K in Q2 2021.
  • 213 funds tracked by Wall St. Rank held Pegasystems as of Q2 2022.

Based on Independent Advisor Alliance's 13F filing for Q2 2022, filed 4 Aug 2022.