VWM
PEGA icon

Venturi Wealth Management’s Pegasystems PEGA Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-830
Closed -$38.7K – 1467
2024
Q4 		$38.7K Sell
830
-482
-37% -$20.6K ﹤0.01% 1099
2024
Q3 		$47.9K Buy
1,312
+432
+49% +$14.2K ﹤0.01% 777
2024
Q2 		$26.6K Buy
880
+844
+2,344% +$25.3K ﹤0.01% 856
2024
Q1 		$1.16K Buy
+36
New +$1.01K ﹤0.01% 1328
2021
Q2 		– Sell
-4,132
Closed -$236K – 335
2021
Q1 		$236K Buy
4,132
+202
+5% +$13.2K 0.02% 279
2020
Q4 		$262K Sell
3,930
-1,040
-21% -$66.3K 0.03% 266
2020
Q3 		$301K Buy
+4,970
New +$286K 0.03% 236

Other funds holding PEGA

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TGA
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BCM
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return