Caliber Wealth Management (Utah)’s PagerDuty PD Stock Holding History

Caliber Wealth Management (Utah)’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	-32,838	Closed	-$1.36M	–	75
2021 Q3	$1.36M	Buy	32,838 +1,684	+5%	+$71.4K	0.96%	47
2021 Q2	$1.33M	Sell	31,154 -3,145	-9%	-$127K	0.94%	44
2021 Q1	$1.38M	Buy	34,299 +5,006	+17%	+$229K	1%	39
2020 Q4	$1.22M	Buy	+29,293	New	+$999K	1.2%	39

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

Caliber Wealth Management (Utah)'s PD Position: Q4 2021 in Review

Caliber Wealth Management (Utah) sold out of PagerDuty (PD) in Q4 2021, closing a stake of 32,838 shares — an estimated $1.36M sold.

Caliber Wealth Management (Utah) first reported a position in PD in Q4 2020 and held it in 4 quarters. The position peaked at $1.38M in Q1 2021. 231 funds tracked by Wall St. Rank hold PD as of Q4 2021.

Caliber Wealth Management (Utah) reported no remaining PagerDuty position as of Q4 2021 after selling out during the quarter.
Caliber Wealth Management (Utah) sold 32,838 PagerDuty shares in Q4 2021, an estimated $1.36M.
Caliber Wealth Management (Utah) first reported a position in PagerDuty in Q4 2020 and held it in 4 quarters.
Caliber Wealth Management (Utah)'s PagerDuty position peaked at $1.38M in Q1 2021.
231 funds tracked by Wall St. Rank held PagerDuty as of Q4 2021.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q4 2021, filed 20 Jan 2022.