TrinityPoint Wealth’s Pegasystems PEGA Stock Holding History

TrinityPoint Wealth’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
2022 Q1	–	Sell	-4,220	Closed	-$236K	–	323
2021 Q4	$236K	Buy	4,220 +186	+5%	+$11K	0.04%	280
2021 Q3	$256K	Buy	+4,034	New	+$268K	0.05%	263

Other funds holding PEGA

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

LCG

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

PIMC

Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

TrinityPoint Wealth's PEGA Position: Q1 2022 in Review

TrinityPoint Wealth sold out of Pegasystems (PEGA) in Q1 2022, closing a stake of 4,220 shares — an estimated $236K sold.

TrinityPoint Wealth first reported a position in PEGA in Q3 2021 and held it in 2 quarters. The position peaked at $256K in Q3 2021. 251 funds tracked by Wall St. Rank hold PEGA as of Q1 2022.

TrinityPoint Wealth reported no remaining Pegasystems position as of Q1 2022 after selling out during the quarter.
TrinityPoint Wealth sold 4,220 Pegasystems shares in Q1 2022, an estimated $236K.
TrinityPoint Wealth first reported a position in Pegasystems in Q3 2021 and held it in 2 quarters.
TrinityPoint Wealth's Pegasystems position peaked at $256K in Q3 2021.
251 funds tracked by Wall St. Rank held Pegasystems as of Q1 2022.

Based on TrinityPoint Wealth's 13F filing for Q1 2022, filed 13 May 2022.