AWM
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AE Wealth Management’s PagerDuty PD Stock Holding History

AE 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
2020
Q3 		– Sell
-22,496
Closed -$644K – 1351
2020
Q2 		$644K Buy
+22,496
New +$542K 0.01% 767

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AGFIA
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AE Wealth Management's PD Position: Q3 2020 in Review

AE Wealth Management sold out of PagerDuty (PD) in Q3 2020, closing a stake of 22,496 shares — an estimated $644K sold.

AE Wealth Management first reported a position in PD in Q2 2020 and held it in 1 quarter. The position peaked at $644K in Q2 2020. 189 funds tracked by Wall St. Rank hold PD as of Q3 2020.

  • AE Wealth Management reported no remaining PagerDuty position as of Q3 2020 after selling out during the quarter.
  • AE Wealth Management sold 22,496 PagerDuty shares in Q3 2020, an estimated $644K.
  • AE Wealth Management first reported a position in PagerDuty in Q2 2020 and held it in 1 quarter.
  • AE Wealth Management's PagerDuty position peaked at $644K in Q2 2020.
  • 189 funds tracked by Wall St. Rank held PagerDuty as of Q3 2020.

Based on AE Wealth Management's 13F filing for Q3 2020, filed 6 Nov 2020.