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Sutton Wealth Advisors’s Pegasystems PEGA Stock Holding History

Sutton 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
2023
Q3 		$1.22K Hold
56
– – ﹤0.01% 778
2023
Q2 		$1.38K Hold
56
– – ﹤0.01% 745
2023
Q1 		$1.36K Hold
56
– – ﹤0.01% 697
2022
Q4 		$959 Buy
+56
New +$968 ﹤0.01% 1339

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sutton Wealth Advisors's PEGA Position: Q3 2023 in Review

Sutton Wealth Advisors held its Pegasystems (PEGA) position steady in Q3 2023 at 56 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #778.

Sutton Wealth Advisors first reported a position in PEGA in Q4 2022 and has held it in 4 quarters since. The position peaked at $1.38K in Q2 2023. 190 funds tracked by Wall St. Rank hold PEGA as of Q3 2023.

  • Sutton Wealth Advisors held 56 shares of Pegasystems worth $1.22K as of Q3 2023.
  • Sutton Wealth Advisors left its Pegasystems share count unchanged in Q3 2023.
  • Pegasystems made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #778 holding.
  • Sutton Wealth Advisors first reported a position in Pegasystems in Q4 2022 and has held it in 4 quarters since.
  • Sutton Wealth Advisors's Pegasystems position peaked at $1.38K in Q2 2023.
  • 190 funds tracked by Wall St. Rank held Pegasystems as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.