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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

CCM

Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return

LCG

Luxor Capital Group New York $2.52B AUM 29.31% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

TCI Wealth Advisors's PEGA Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Pegasystems (PEGA) in Q2 2023, closing a stake of 110 shares — an estimated $2.67K sold.

TCI Wealth Advisors first reported a position in PEGA in Q3 2019 and held it in 13 quarters. The position peaked at $16K in Q2 2021. 172 funds tracked by Wall St. Rank hold PEGA as of Q2 2023.

TCI Wealth Advisors reported no remaining Pegasystems position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 110 Pegasystems shares in Q2 2023, an estimated $2.67K.
TCI Wealth Advisors first reported a position in Pegasystems in Q3 2019 and held it in 13 quarters.
TCI Wealth Advisors's Pegasystems position peaked at $16K in Q2 2021.
172 funds tracked by Wall St. Rank held Pegasystems as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.