Personal Capital Advisors’s Pegasystems PEGA Stock Holding History

Personal Capital 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
2022 Q2	–	Sell	-4,984	Closed	-$201K	–	473
2022 Q1	$201K	Hold	4,984	–	–	﹤0.01%	479
2021 Q4	$279K	Sell	4,984 -2	-0%	-$118	﹤0.01%	451
2021 Q3	$317K	Buy	4,986 +2	+0%	+$133	﹤0.01%	391
2021 Q2	$347K	Hold	4,984	–	–	﹤0.01%	371
2021 Q1	$285K	Sell	4,984 -14	-0.3%	-$915	﹤0.01%	400
2020 Q4	$333K	Buy	4,998 +14	+0.3%	+$893	﹤0.01%	366
2020 Q3	$302K	Hold	4,984	–	–	﹤0.01%	328
2020 Q2	$252K	Buy	+4,984	New	+$216K	﹤0.01%	316
2020 Q1	–	Sell	-6,984	Closed	-$278K	–	390
2019 Q4	$278K	Buy	+6,984	New	+$264K	﹤0.01%	337

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 $2.52B AUM 29.31% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Personal Capital Advisors's PEGA Position: Q2 2022 in Review

Personal Capital Advisors sold out of Pegasystems (PEGA) in Q2 2022, closing a stake of 4,984 shares — an estimated $201K sold.

Personal Capital Advisors first reported a position in PEGA in Q4 2019 and held it in 9 quarters. The position peaked at $347K in Q2 2021. 213 funds tracked by Wall St. Rank hold PEGA as of Q2 2022.

Personal Capital Advisors reported no remaining Pegasystems position as of Q2 2022 after selling out during the quarter.
Personal Capital Advisors sold 4,984 Pegasystems shares in Q2 2022, an estimated $201K.
Personal Capital Advisors first reported a position in Pegasystems in Q4 2019 and held it in 9 quarters.
Personal Capital Advisors's Pegasystems position peaked at $347K in Q2 2021.
213 funds tracked by Wall St. Rank held Pegasystems as of Q2 2022.

Based on Personal Capital Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.