Lenox Wealth Advisors’s Pegasystems PEGA Stock Holding History

Lenox Wealth Advisors’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
2020 Q3	–	Sell	-500	Closed	-$25K	–	628
2020 Q2	$25K	Buy	+500	New	+$21.7K	﹤0.01%	257

Other funds holding PEGA

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CCM

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

TGHSA

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Lenox Wealth Advisors's PEGA Position: Q3 2020 in Review

Lenox Wealth Advisors sold out of Pegasystems (PEGA) in Q3 2020, closing a stake of 500 shares — an estimated $25K sold.

Lenox Wealth Advisors first reported a position in PEGA in Q2 2020 and held it in 1 quarter. The position peaked at $25K in Q2 2020. 259 funds tracked by Wall St. Rank hold PEGA as of Q3 2020.

Lenox Wealth Advisors reported no remaining Pegasystems position as of Q3 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 500 Pegasystems shares in Q3 2020, an estimated $25K.
Lenox Wealth Advisors first reported a position in Pegasystems in Q2 2020 and held it in 1 quarter.
Lenox Wealth Advisors's Pegasystems position peaked at $25K in Q2 2020.
259 funds tracked by Wall St. Rank held Pegasystems as of Q3 2020.

Based on Lenox Wealth Advisors's 13F filing for Q3 2020, filed 7 Oct 2020.