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Turtle Creek Wealth Advisors’s Pegasystems PEGA Stock Holding History

Turtle Creek 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
2024
Q1 		– Sell
-216
Closed -$5.28K – 640
2023
Q4 		$5.28K Buy
+216
New +$5.05K ﹤0.01% 642

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

Turtle Creek Wealth Advisors's PEGA Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Pegasystems (PEGA) in Q1 2024, closing a stake of 216 shares — an estimated $5.28K sold.

Turtle Creek Wealth Advisors first reported a position in PEGA in Q4 2023 and held it in 1 quarter. The position peaked at $5.28K in Q4 2023. 266 funds tracked by Wall St. Rank hold PEGA as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining Pegasystems position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 216 Pegasystems shares in Q1 2024, an estimated $5.28K.
  • Turtle Creek Wealth Advisors first reported a position in Pegasystems in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's Pegasystems position peaked at $5.28K in Q4 2023.
  • 266 funds tracked by Wall St. Rank held Pegasystems as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.