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Axxcess Wealth Management’s PagerDuty PD Stock Holding History

Axxcess 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
2024
Q4 		– Sell
-12,664
Closed -$235K – 909
2024
Q3 		$235K Sell
12,664
-904
-7% -$17.6K 0.01% 780
2024
Q2 		$311K Buy
13,568
+3,491
+35% +$72.7K 0.01% 638
2024
Q1 		$229K Sell
10,077
-277
-3% -$6.58K 0.01% 762
2023
Q4 		$240K Buy
10,354
+1,178
+13% +$25.5K 0.01% 726
2023
Q3 		$206K Buy
+9,176
New +$219K 0.01% 724
2023
Q2 		– Sell
-7,522
Closed -$263K – 662
2023
Q1 		$263K Sell
7,522
-563
-7% -$16.5K 0.02% 513
2022
Q4 		$215K Sell
8,085
-5,530
-41% -$131K 0.02% 541
2022
Q3 		$314K Sell
13,615
-888
-6% -$22.9K 0.03% 393
2022
Q2 		$359K Buy
14,503
+1,910
+15% +$52.5K 0.03% 366
2022
Q1 		$431K Sell
12,593
-3,595
-22% -$116K 0.03% 388
2021
Q4 		$563K Buy
+16,188
New +$626K 0.04% 331

Other funds holding PD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Axxcess Wealth Management's PD Position: Q4 2024 in Review

Axxcess Wealth Management sold out of PagerDuty (PD) in Q4 2024, closing a stake of 12,664 shares — an estimated $235K sold.

Axxcess Wealth Management first reported a position in PD in Q4 2021 and held it in 11 quarters. The position peaked at $563K in Q4 2021. 213 funds tracked by Wall St. Rank hold PD as of Q4 2024.

  • Axxcess Wealth Management reported no remaining PagerDuty position as of Q4 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 12,664 PagerDuty shares in Q4 2024, an estimated $235K.
  • Axxcess Wealth Management first reported a position in PagerDuty in Q4 2021 and held it in 11 quarters.
  • Axxcess Wealth Management's PagerDuty position peaked at $563K in Q4 2021.
  • 213 funds tracked by Wall St. Rank held PagerDuty as of Q4 2024.

Based on Axxcess Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.