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Ropes Wealth Advisors’s Pegasystems PEGA Stock Holding History

Ropes 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
Q4 		– Sell
-402
Closed -$24K – 894
2020
Q3 		$24K Buy
+402
New +$23.1K ﹤0.01% 413
2015
Q4 		– Sell
-5,838
Closed -$72K – 519
2015
Q3 		$72K Buy
+5,838
New +$72.2K 0.04% 221

Other funds holding PEGA

BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Vanguard Group
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
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

Ropes Wealth Advisors's PEGA Position: Q4 2020 in Review

Ropes Wealth Advisors sold out of Pegasystems (PEGA) in Q4 2020, closing a stake of 402 shares — an estimated $24K sold.

Ropes Wealth Advisors first reported a position in PEGA in Q3 2015 and held it in 2 quarters. The position peaked at $72K in Q3 2015. 257 funds tracked by Wall St. Rank hold PEGA as of Q4 2020.

  • Ropes Wealth Advisors reported no remaining Pegasystems position as of Q4 2020 after selling out during the quarter.
  • Ropes Wealth Advisors sold 402 Pegasystems shares in Q4 2020, an estimated $24K.
  • Ropes Wealth Advisors first reported a position in Pegasystems in Q3 2015 and held it in 2 quarters.
  • Ropes Wealth Advisors's Pegasystems position peaked at $72K in Q3 2015.
  • 257 funds tracked by Wall St. Rank held Pegasystems as of Q4 2020.

Based on Ropes Wealth Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.