AWM
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Avitas Wealth Management’s PagerDuty PD Stock Holding History

Avitas 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
2021
Q1 		– Sell
-17,951
Closed -$749K – 221
2020
Q4 		$749K Buy
17,951
+928
+5% +$31.6K 0.15% 165
2020
Q3 		$461K Buy
17,023
+4,300
+34% +$121K 0.13% 147
2020
Q2 		$364K Buy
+12,723
New +$307K 0.12% 140

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Avitas Wealth Management's PD Position: Q1 2021 in Review

Avitas Wealth Management sold out of PagerDuty (PD) in Q1 2021, closing a stake of 17,951 shares — an estimated $749K sold.

Avitas Wealth Management first reported a position in PD in Q2 2020 and held it in 3 quarters. The position peaked at $749K in Q4 2020. 210 funds tracked by Wall St. Rank hold PD as of Q1 2021.

  • Avitas Wealth Management reported no remaining PagerDuty position as of Q1 2021 after selling out during the quarter.
  • Avitas Wealth Management sold 17,951 PagerDuty shares in Q1 2021, an estimated $749K.
  • Avitas Wealth Management first reported a position in PagerDuty in Q2 2020 and held it in 3 quarters.
  • Avitas Wealth Management's PagerDuty position peaked at $749K in Q4 2020.
  • 210 funds tracked by Wall St. Rank held PagerDuty as of Q1 2021.

Based on Avitas Wealth Management's 13F filing for Q1 2021, filed 13 May 2021.