Berman Capital Advisors’s PagerDuty PD Stock Holding History

Berman Capital 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 Q3	$3K	Buy	89 +19	+27%	+$805	﹤0.01%	1606
2021 Q2	$2K	Buy	70 +24	+52%	+$972	﹤0.01%	1623
2021 Q1	$1K	Hold	46	–	–	﹤0.01%	1681
2020 Q4	$1K	Hold	46	–	–	﹤0.01%	1571
2020 Q3	$1K	Hold	46	–	–	﹤0.01%	1493
2020 Q2	$1K	Sell	46 -2,954	-98%	-$71.2K	﹤0.01%	1480
2020 Q1	$51K	Sell	3,000 -1,227	-29%	-$26K	0.02%	290
2019 Q4	$98K	Sell	4,227 -1,923	-31%	-$47.3K	0.03%	222
2019 Q3	$173K	Buy	+6,150	New	+$236K	0.05%	145

Other funds holding PD

AIM

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Berman Capital Advisors's PD Position: Q3 2021 in Review

Berman Capital Advisors increased its PagerDuty (PD) stake by 27% in Q3 2021, buying an estimated $805 and bringing the position to 89 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1606.

Berman Capital Advisors first reported a position in PD in Q3 2019 and has held it in 9 quarters since. The position peaked at $173K in Q3 2019. 237 funds tracked by Wall St. Rank hold PD as of Q3 2021.

Berman Capital Advisors held 89 shares of PagerDuty worth $3K as of Q3 2021.
Berman Capital Advisors bought 19 PagerDuty shares in Q3 2021, an estimated $805.
PagerDuty made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1606 holding.
Berman Capital Advisors first reported a position in PagerDuty in Q3 2019 and has held it in 9 quarters since.
Berman Capital Advisors's PagerDuty position peaked at $173K in Q3 2019.
237 funds tracked by Wall St. Rank held PagerDuty as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.