Amplius Wealth Advisors’s PagerDuty PD Stock Holding History

Amplius Wealth 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 Q1	–	Sell	-120	Closed	-$4K	–	691
2021 Q4	$4K	Buy	+120	New	+$4.64K	﹤0.01%	755

Other funds holding PD

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 $7.75B AUM 33.73% 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 $121B AUM 27.52% 1-Year Est. Return

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

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Amplius Wealth Advisors's PD Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of PagerDuty (PD) in Q1 2022, closing a stake of 120 shares — an estimated $4K sold.

Amplius Wealth Advisors first reported a position in PD in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 232 funds tracked by Wall St. Rank hold PD as of Q1 2022.

Amplius Wealth Advisors reported no remaining PagerDuty position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 120 PagerDuty shares in Q1 2022, an estimated $4K.
Amplius Wealth Advisors first reported a position in PagerDuty in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's PagerDuty position peaked at $4K in Q4 2021.
232 funds tracked by Wall St. Rank held PagerDuty as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.