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Pegasystems shares owned by Unique Wealth Strategies

Quarter-by-quarter ownership of Pegasystems (PEGA) shares owned by Unique Wealth Strategies from 13F filings

Historical chart of Unique Wealth Strategies investment in Pegasystems

Tip: Access up to 7 years of quarterly data

All positions including Pegasystems held by Unique Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pegasystems by Unique Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $445k 6.9k 64.64

More positions owned by Unique Wealth Strategies

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Meta Platforms Cl A (META)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Booking Holdings (BKNG)
Ishares Core Msci Emkt (IEMG)
Visa Com Cl A (V)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Anthem (ELV)

View all positions for Unique Wealth Strategies

Top funds holding Pegasystems

Bares Capital Management
Vanguard Group
Tpg Gp A
Cadian Capital Management
Luxor Capital Group
Federated Investors
Mirae Asset Global Investments
Fisher Investments
Norges Bank Investment Management
Harber Asset Management
Citadel Advisors
Thomas Stevens, CFA"
Charles Schwab Investment Management
Scopia Management
Millennium Management

View all funds holding Pegasystems