Arkadios Wealth Advisors’s PagerDuty PD Stock Holding History

Arkadios 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
2021 Q4	–	Sell	-434	Closed	-$17K	–	1415
2021 Q3	$17K	Hold	434	–	–	﹤0.01%	1277
2021 Q2	$18K	Hold	434	–	–	﹤0.01%	1333
2021 Q1	$17K	Sell	434 -144	-25%	-$6.58K	﹤0.01%	1026
2020 Q4	$24K	Hold	578	–	–	0.01%	705
2020 Q3	$17.6K	Sell	578 -122	-17%	-$3.43K	0.01%	628
2020 Q2	$17.8K	Buy	+700	New	+$16.9K	0.01%	562

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

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Arkadios Wealth Advisors's PD Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of PagerDuty (PD) in Q4 2021, closing a stake of 434 shares — an estimated $17K sold.

Arkadios Wealth Advisors first reported a position in PD in Q2 2020 and held it in 6 quarters. The position peaked at $24K in Q4 2020. 231 funds tracked by Wall St. Rank hold PD as of Q4 2021.

Arkadios Wealth Advisors reported no remaining PagerDuty position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 434 PagerDuty shares in Q4 2021, an estimated $17K.
Arkadios Wealth Advisors first reported a position in PagerDuty in Q2 2020 and held it in 6 quarters.
Arkadios Wealth Advisors's PagerDuty position peaked at $24K in Q4 2020.
231 funds tracked by Wall St. Rank held PagerDuty as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.