Abound Wealth Management’s PagerDuty PD Stock Holding History

Abound Wealth Management’s Portfolio PD Stock Details PD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$232	Hold	24	–	–	﹤0.01%	1083
2026 Q1	$150	Hold	24	–	–	﹤0.01%	1320
2025 Q4	$315	Hold	24	–	–	﹤0.01%	1033
2025 Q3	$397	Hold	24	–	–	﹤0.01%	954
2025 Q2	$367	Hold	24	–	–	﹤0.01%	893
2025 Q1	$439	Hold	24	–	–	﹤0.01%	830
2024 Q4	$439	Hold	24	–	–	﹤0.01%	817
2024 Q3	$446	Hold	24	–	–	﹤0.01%	890
2024 Q2	$551	Hold	24	–	–	﹤0.01%	801
2024 Q1	$545	Hold	24	–	–	﹤0.01%	867
2023 Q4	$556	Hold	24	–	–	﹤0.01%	891
2023 Q3	$540	Hold	24	–	–	﹤0.01%	789
2023 Q2	$540	Hold	24	–	–	﹤0.01%	821
2023 Q1	$840	Hold	24	–	–	﹤0.01%	646
2022 Q4	$638	Hold	24	–	–	﹤0.01%	645
2022 Q3	$554	Buy	+24	New	+$620	﹤0.01%	655

Other funds holding PD

FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return