Allworth Financial’s PagerDuty PD Stock Holding History

Allworth Financial’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 Q1	$30.8K	Buy	4,956 +4,432	+846%	+$38.3K	﹤0.01%	2685
2025 Q4	$6.87K	Sell	524 -248	-32%	-$3.62K	﹤0.01%	3522
2025 Q3	$12.8K	Buy	772 +679	+730%	+$10.8K	﹤0.01%	2985
2025 Q2	$1.42K	Sell	93 -49	-35%	-$761	﹤0.01%	3844
2025 Q1	$2.23K	Buy	142 +132	+1,320%	+$2.42K	﹤0.01%	3169
2024 Q4	$186	Hold	10	–	–	﹤0.01%	3799
2024 Q3	$186	Buy	+10	New	+$195	﹤0.01%	3613
2024 Q1	–	Sell	-40	Closed	-$926	–	3665
2023 Q4	$926	Buy	40 +35	+700%	+$758	﹤0.01%	2973
2023 Q3	$113	Buy	+5	New	+$119	﹤0.01%	3335
2023 Q2	–	Sell	-20	Closed	-$700	–	3344
2023 Q1	$700	Hold	20	–	–	﹤0.01%	2773
2022 Q4	$531	Buy	+20	New	+$472	﹤0.01%	2618
2022 Q3	–	Sell	-5	Closed	–	–	2989
2022 Q2	$0	Buy	+5	New	+$137	﹤0.01%	2693

Other funds holding PD

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Qube Research & Technologies (QRT)

Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return