AWM
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Accurate Wealth Management’s PagerDuty PD Stock Holding History

Accurate 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
2023
Q1 		– Sell
-53
Closed -$1.36K – 1063
2022
Q4 		$1.36K Buy
+53
New +$1.25K ﹤0.01% 1301

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Accurate Wealth Management's PD Position: Q1 2023 in Review

Accurate Wealth Management sold out of PagerDuty (PD) in Q1 2023, closing a stake of 53 shares — an estimated $1.36K sold.

Accurate Wealth Management first reported a position in PD in Q4 2022 and held it in 1 quarter. The position peaked at $1.36K in Q4 2022. 258 funds tracked by Wall St. Rank hold PD as of Q1 2023.

  • Accurate Wealth Management reported no remaining PagerDuty position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 53 PagerDuty shares in Q1 2023, an estimated $1.36K.
  • Accurate Wealth Management first reported a position in PagerDuty in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's PagerDuty position peaked at $1.36K in Q4 2022.
  • 258 funds tracked by Wall St. Rank held PagerDuty as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.