JWM
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Jupiter Wealth Management’s Pegasystems PEGA Stock Holding History

Jupiter Wealth 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
2021
Q4 		– Sell
-6,000
Closed -$351K – 96
2021
Q3 		$351K Hold
6,000
– – 0.17% 74
2021
Q2 		$385K Buy
+6,000
New +$378K 0.18% 70

Other funds holding PEGA

BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
FAM
Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Jupiter Wealth Management's PEGA Position: Q4 2021 in Review

Jupiter Wealth Management sold out of Pegasystems (PEGA) in Q4 2021, closing a stake of 6,000 shares — an estimated $351K sold.

Jupiter Wealth Management first reported a position in PEGA in Q2 2021 and held it in 2 quarters. The position peaked at $385K in Q2 2021. 265 funds tracked by Wall St. Rank hold PEGA as of Q4 2021.

  • Jupiter Wealth Management reported no remaining Pegasystems position as of Q4 2021 after selling out during the quarter.
  • Jupiter Wealth Management sold 6,000 Pegasystems shares in Q4 2021, an estimated $351K.
  • Jupiter Wealth Management first reported a position in Pegasystems in Q2 2021 and held it in 2 quarters.
  • Jupiter Wealth Management's Pegasystems position peaked at $385K in Q2 2021.
  • 265 funds tracked by Wall St. Rank held Pegasystems as of Q4 2021.

Based on Jupiter Wealth Management's 13F filing for Q4 2021, filed 9 Feb 2022.