Wealthcare Advisory Partners’s Pegasystems PEGA Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-90	Closed	-$5K	–	1472
2021 Q1	$5K	Buy	+90	New	+$5.88K	﹤0.01%	1663
2020 Q2	–	Sell	-70	Closed	-$2K	–	1061
2020 Q1	$2K	Hold	70	–	–	﹤0.01%	1315
2019 Q4	$3K	Hold	70	–	–	﹤0.01%	1209
2019 Q3	$2K	Buy	+70	New	+$2.53K	﹤0.01%	1233

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

PIMC

Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return

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

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

FAM

Foxhaven Asset Management Charlottesville, Virginia $3.73B AUM 2.63% 1-Year Est. Return

Wealthcare Advisory Partners's PEGA Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Pegasystems (PEGA) in Q2 2021, closing a stake of 90 shares — an estimated $5K sold.

Wealthcare Advisory Partners first reported a position in PEGA in Q3 2019 and held it in 4 quarters. The position peaked at $5K in Q1 2021. 243 funds tracked by Wall St. Rank hold PEGA as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Pegasystems position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 90 Pegasystems shares in Q2 2021, an estimated $5K.
Wealthcare Advisory Partners first reported a position in Pegasystems in Q3 2019 and held it in 4 quarters.
Wealthcare Advisory Partners's Pegasystems position peaked at $5K in Q1 2021.
243 funds tracked by Wall St. Rank held Pegasystems as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.