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Pegasus Asset Management, Inc. Buys Meta Platforms Inc, NVIDIA Corp, SoFi Technologies Inc, ...

Investment company Pegasus Asset Management, Inc. (Current Portfolio) buys Meta Platforms Inc, NVIDIA Corp, SoFi Technologies Inc, SoFi Technologies Inc, Vanguard S&P 500 ETF, sells Elanco Animal Health Inc, Fidelity National Information Services Inc, International Business Machines Corp, Philip Morris International Inc, Kyndryl Holdings Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Pegasus Asset Management, Inc.. As of 2021Q4, Pegasus Asset Management, Inc. owns 76 stocks with a total value of $244 million. These are the details of the buys and sells.

  • New Purchases: SOFI, SOFI, VOO,

  • Added Positions: FB, NVDA, ATVI, MA, DIS, BRK.B, BLK, AMZN, MPW, JNJ, CVX, DUK, V, BAC, WMT, VZ, PH, PEP, GS, ANET, CIM, RTX, PG, BMY, JPM, ON, MRK, BMRN, MAR, CSCO, ADP, INTC, ABNB, SCHA, SCHM, SCHD, SCHX,

  • Reduced Positions: FIS, IBM, TDOC, BABA, MDY, CLX, SCHF,

  • Sold Out: ELAN, PM, KD,


For the details of Pegasus Asset Management, Inc.'s stock buys and sells,
go to https://www.gurufocus.com/guru/pegasus+asset+management%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Pegasus Asset Management, Inc.

  1. Schwab U.S. Broad Market ETF (SCHB) - 181,783 shares, 8.42% of the total portfolio. Shares added by 0.05%

  2. Apple Inc (AAPL) - 104,836 shares, 7.63% of the total portfolio. Shares reduced by 0.36%

  3. Microsoft Corp (MSFT) - 39,370 shares, 5.43% of the total portfolio. Shares reduced by 0.01%

  4. Alphabet Inc (GOOG) - 3,068 shares, 3.64% of the total portfolio. Shares added by 0.46%

  5. Accenture PLC (ACN) - 18,365 shares, 3.12% of the total portfolio. Shares added by 0.71%

New Purchase: SoFi Technologies Inc (SOFI)

Pegasus Asset Management, Inc. initiated holding in SoFi Technologies Inc. The purchase prices were between $14.27 and $23.29, with an estimated average price of $18.33. The stock is now traded at around $12.060000. The impact to a portfolio due to this purchase was 0.67%. The holding were 103,641 shares as of 2021-12-31.

New Purchase: SoFi Technologies Inc (SOFI)

Pegasus Asset Management, Inc. initiated holding in SoFi Technologies Inc. The purchase prices were between $14.27 and $23.29, with an estimated average price of $18.33. The stock is now traded at around $12.060000. The impact to a portfolio due to this purchase was 0.67%. The holding were 103,641 shares as of 2021-12-31.

New Purchase: Vanguard S&P 500 ETF (VOO)

Pegasus Asset Management, Inc. initiated holding in Vanguard S&P 500 ETF. The purchase prices were between $392.77 and $439.01, with an estimated average price of $421.15. The stock is now traded at around $419.740000. The impact to a portfolio due to this purchase was 0.12%. The holding were 684 shares as of 2021-12-31.

Added: Meta Platforms Inc (FB)

Pegasus Asset Management, Inc. added to a holding in Meta Platforms Inc by 236.00%. The purchase prices were between $306.84 and $347.56, with an estimated average price of $332.02. The stock is now traded at around $318.150000. The impact to a portfolio due to this purchase was 1.2%. The holding were 12,385 shares as of 2021-12-31.

Added: NVIDIA Corp (NVDA)

Pegasus Asset Management, Inc. added to a holding in NVIDIA Corp by 324.39%. The purchase prices were between $197.32 and $333.76, with an estimated average price of $277.31. The stock is now traded at around $259.030000. The impact to a portfolio due to this purchase was 0.81%. The holding were 8,751 shares as of 2021-12-31.

Sold Out: Elanco Animal Health Inc (ELAN)

Pegasus Asset Management, Inc. sold out a holding in Elanco Animal Health Inc. The sale prices were between $27.74 and $34.09, with an estimated average price of $31.05.

Sold Out: Philip Morris International Inc (PM)

Pegasus Asset Management, Inc. sold out a holding in Philip Morris International Inc. The sale prices were between $85.94 and $98.85, with an estimated average price of $93.37.

Sold Out: Kyndryl Holdings Inc (KD)

Pegasus Asset Management, Inc. sold out a holding in Kyndryl Holdings Inc. The sale prices were between $15.75 and $40.75, with an estimated average price of $21.45.



Here is the complete portfolio of Pegasus Asset Management, Inc.. Also check out:

1. Pegasus Asset Management, Inc.'s Undervalued Stocks

2. Pegasus Asset Management, Inc.'s Top Growth Companies, and

3. Pegasus Asset Management, Inc.'s High Yield stocks

4. Stocks that Pegasus Asset Management, Inc. keeps buyingThis article first appeared on GuruFocus.

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