American Portfolios Advisors’s PagerDuty PD Stock Holding History

American Portfolios Advisors’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
2022 Q3	$474K	Buy	20,547 +1,310	+7%	+$33.8K	0.02%	664
2022 Q2	$477K	Buy	19,237 +35	+0.2%	+$961	0.02%	677
2022 Q1	$657K	Buy	19,202 +2,807	+17%	+$90.3K	0.02%	626
2021 Q4	$570K	Buy	16,395 +3,005	+22%	+$116K	0.02%	688
2021 Q3	$555K	Buy	13,390 +847	+7%	+$35.9K	0.02%	659
2021 Q2	$534K	Buy	12,543 +1,597	+15%	+$64.7K	0.02%	676
2021 Q1	$440K	Buy	10,946 +1,989	+22%	+$90.8K	0.02%	706
2020 Q4	$374K	Buy	8,957 +3,769	+73%	+$128K	0.02%	659
2020 Q3	$141K	Buy	5,188 +3,285	+173%	+$92.3K	0.01%	936
2020 Q2	$54.5K	Buy	+1,903	New	+$45.9K	﹤0.01%	1264

Other funds holding PD

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

American Portfolios Advisors's PD Position: Q3 2022 in Review

American Portfolios Advisors increased its PagerDuty (PD) stake by 6.8% in Q3 2022, buying an estimated $33.8K and bringing the position to 20,547 shares worth $474K. The position accounts for 0.02% of the portfolio, ranked #664.

American Portfolios Advisors first reported a position in PD in Q2 2020 and has held it in 10 quarters since. The position peaked at $657K in Q1 2022. 202 funds tracked by Wall St. Rank hold PD as of Q3 2022.

American Portfolios Advisors held 20,547 shares of PagerDuty worth $474K as of Q3 2022.
American Portfolios Advisors bought 1,310 PagerDuty shares in Q3 2022, an estimated $33.8K.
PagerDuty made up 0.02% of American Portfolios Advisors's portfolio in Q3 2022, its #664 holding.
American Portfolios Advisors first reported a position in PagerDuty in Q2 2020 and has held it in 10 quarters since.
American Portfolios Advisors's PagerDuty position peaked at $657K in Q1 2022.
202 funds tracked by Wall St. Rank held PagerDuty as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.