Paragon Wealth Strategies’s Pegasystems PEGA Stock Holding History

Paragon Wealth Strategies’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
2023 Q1	–	Sell	-1,064	Closed	-$18.2K	–	173
2022 Q4	$18.2K	Buy	1,064 +2	+0.2%	+$35	0.02%	107
2022 Q3	$17K	Buy	+1,062	New	+$21.6K	0.02%	83
2021 Q3	–	Sell	-1,416	Closed	-$99K	–	212
2021 Q2	$99K	Buy	+1,416	New	+$89.3K	0.03%	57

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

LCG

Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

CCM

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

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Paragon Wealth Strategies's PEGA Position: Q1 2023 in Review

Paragon Wealth Strategies sold out of Pegasystems (PEGA) in Q1 2023, closing a stake of 1,064 shares — an estimated $18.2K sold.

Paragon Wealth Strategies first reported a position in PEGA in Q2 2021 and held it in 3 quarters. The position peaked at $99K in Q2 2021. 190 funds tracked by Wall St. Rank hold PEGA as of Q1 2023.

Paragon Wealth Strategies reported no remaining Pegasystems position as of Q1 2023 after selling out during the quarter.
Paragon Wealth Strategies sold 1,064 Pegasystems shares in Q1 2023, an estimated $18.2K.
Paragon Wealth Strategies first reported a position in Pegasystems in Q2 2021 and held it in 3 quarters.
Paragon Wealth Strategies's Pegasystems position peaked at $99K in Q2 2021.
190 funds tracked by Wall St. Rank held Pegasystems as of Q1 2023.

Based on Paragon Wealth Strategies's 13F filing for Q1 2023, filed 26 Apr 2023.