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Rise Advisors’s Pegasystems PEGA Stock Holding History

Rise 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
2024
Q3 		– Sell
-40
Closed -$1.22K – 1253
2024
Q2 		$1.22K Hold
40
– – ﹤0.01% 1147
2024
Q1 		$1.3K Sell
40
-30
-43% -$842 ﹤0.01% 1164
2023
Q4 		$1.72K Hold
70
– – ﹤0.01% 476
2023
Q3 		$1.53K Sell
70
-80
-53% -$1.96K ﹤0.01% 495
2023
Q2 		$3.72K Hold
150
– – ﹤0.01% 443
2023
Q1 		$3.65K Hold
150
– – ﹤0.01% 492
2022
Q4 		$2.58K Hold
150
– – ﹤0.01% 530
2022
Q3 		$2K Hold
150
– – ﹤0.01% 563
2022
Q2 		$4K Hold
150
– – ﹤0.01% 479
2022
Q1 		$6K Hold
150
– – 0.01% 398
2021
Q4 		$8.4K Buy
+150
New +$8.88K 0.01% 344

Other funds holding PEGA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Rise Advisors's PEGA Position: Q3 2024 in Review

Rise Advisors sold out of Pegasystems (PEGA) in Q3 2024, closing a stake of 40 shares — an estimated $1.22K sold.

Rise Advisors first reported a position in PEGA in Q4 2021 and held it in 11 quarters. The position peaked at $8.4K in Q4 2021. 301 funds tracked by Wall St. Rank hold PEGA as of Q3 2024.

  • Rise Advisors reported no remaining Pegasystems position as of Q3 2024 after selling out during the quarter.
  • Rise Advisors sold 40 Pegasystems shares in Q3 2024, an estimated $1.22K.
  • Rise Advisors first reported a position in Pegasystems in Q4 2021 and held it in 11 quarters.
  • Rise Advisors's Pegasystems position peaked at $8.4K in Q4 2021.
  • 301 funds tracked by Wall St. Rank held Pegasystems as of Q3 2024.

Based on Rise Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.