TCI Wealth Advisors’s Pegasystems PEGA Stock Holding History

TCI 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 Q2	–	Sell	-110	Closed	-$2.67K	–	1642
2023 Q1	$2.67K	Hold	110	–	–	﹤0.01%	1896
2022 Q4	$1.88K	Buy	110 +16	+17%	+$277	﹤0.01%	1989
2022 Q3	$2K	Sell	94 -140	-60%	-$2.85K	﹤0.01%	1969
2022 Q2	$6K	Sell	234 -4	-2%	-$120	﹤0.01%	1382
2022 Q1	$9K	Buy	238 +4	+2%	+$179	﹤0.01%	1179
2021 Q4	$13K	Hold	234	–	–	﹤0.01%	981
2021 Q3	$15K	Hold	234	–	–	﹤0.01%	828
2021 Q2	$16K	Hold	234	–	–	﹤0.01%	688
2021 Q1	$13K	Hold	234	–	–	0.01%	722
2020 Q4	$16K	Hold	234	–	–	0.01%	545
2020 Q3	$14K	Buy	+234	New	+$13.5K	0.01%	513
2020 Q1	–	Sell	-108	Closed	-$4K	–	1689
2019 Q4	$4K	Sell	108 -4	-4%	-$151	﹤0.01%	937
2019 Q3	$4K	Buy	+112	New	+$4.05K	﹤0.01%	883

Other funds holding PEGA

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

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

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

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

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

Mirae Asset Global Investments

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

Fidelity International

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

Federated Hermes

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