Valeo Financial Advisors’s Pegasystems PEGA Stock Holding History

Valeo Financial 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
2020 Q3	–	Sell	-60	Closed	-$3K	–	1995
2020 Q2	$3K	Hold	60	–	–	﹤0.01%	1683
2020 Q1	$2K	Sell	60 -200	-77%	-$8.39K	﹤0.01%	1562
2019 Q4	$10K	Hold	260	–	–	﹤0.01%	1111
2019 Q3	$9K	Buy	260 +22	+9%	+$796	﹤0.01%	1062
2019 Q2	$8K	Buy	238 +38	+19%	+$1.35K	﹤0.01%	1087
2019 Q1	$6K	Hold	200	–	–	﹤0.01%	1108
2018 Q4	$5K	Hold	200	–	–	﹤0.01%	1087
2018 Q3	$5K	Hold	200	–	–	﹤0.01%	1204
2018 Q2	$6K	Buy	+200	New	+$6.13K	﹤0.01%	1094

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

LCG

Luxor Capital Group New York $2.52B AUM 29.31% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CCM

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

TGHSA

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Valeo Financial Advisors's PEGA Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Pegasystems (PEGA) in Q3 2020, closing a stake of 60 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in PEGA in Q2 2018 and held it in 9 quarters. The position peaked at $10K in Q4 2019. 259 funds tracked by Wall St. Rank hold PEGA as of Q3 2020.

Valeo Financial Advisors reported no remaining Pegasystems position as of Q3 2020 after selling out during the quarter.
Valeo Financial Advisors sold 60 Pegasystems shares in Q3 2020, an estimated $3K.
Valeo Financial Advisors first reported a position in Pegasystems in Q2 2018 and held it in 9 quarters.
Valeo Financial Advisors's Pegasystems position peaked at $10K in Q4 2019.
259 funds tracked by Wall St. Rank held Pegasystems as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.