VAG
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VisionPoint Advisory Group’s Pegasystems PEGA Stock Holding History

VisionPoint Advisory Group’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
Q3 		– Sell
-12
Closed -$296 – 793
2023
Q2 		$296 Buy
+12
New +$279 ﹤0.01% 583

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
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VisionPoint Advisory Group's PEGA Position: Q3 2023 in Review

VisionPoint Advisory Group sold out of Pegasystems (PEGA) in Q3 2023, closing a stake of 12 shares — an estimated $296 sold.

VisionPoint Advisory Group first reported a position in PEGA in Q2 2023 and held it in 1 quarter. The position peaked at $296 in Q2 2023. 190 funds tracked by Wall St. Rank hold PEGA as of Q3 2023.

  • VisionPoint Advisory Group reported no remaining Pegasystems position as of Q3 2023 after selling out during the quarter.
  • VisionPoint Advisory Group sold 12 Pegasystems shares in Q3 2023, an estimated $296.
  • VisionPoint Advisory Group first reported a position in Pegasystems in Q2 2023 and held it in 1 quarter.
  • VisionPoint Advisory Group's Pegasystems position peaked at $296 in Q2 2023.
  • 190 funds tracked by Wall St. Rank held Pegasystems as of Q3 2023.

Based on VisionPoint Advisory Group's 13F filing for Q3 2023, filed 6 Dec 2023.