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Wipfli Financial Advisors’s Pegasystems PEGA Stock Holding History

Wipfli 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
2022
Q3 		$25K Buy
+1,554
New +$31.6K ﹤0.01% 1475

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
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Wipfli Financial Advisors's PEGA Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Pegasystems (PEGA) in Q3 2022: 1,554 shares worth $25K. The stake represents ﹤0.01% of the portfolio and ranks #1475 among its holdings.

178 funds tracked by Wall St. Rank hold PEGA as of Q3 2022.

  • Wipfli Financial Advisors held 1,554 shares of Pegasystems worth $25K as of Q3 2022.
  • Pegasystems was a new Wipfli Financial Advisors position in Q3 2022.
  • Pegasystems made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1475 holding.
  • 178 funds tracked by Wall St. Rank held Pegasystems as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.