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Capital Performance Advisors’s PagerDuty PD Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-268
Closed -$4.97K – 1946
2024
Q3 		$4.97K Buy
+268
New +$5.23K ﹤0.01% 1117

Other funds holding PD

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital Performance Advisors's PD Position: Q4 2024 in Review

Capital Performance Advisors sold out of PagerDuty (PD) in Q4 2024, closing a stake of 268 shares — an estimated $4.97K sold.

Capital Performance Advisors first reported a position in PD in Q3 2024 and held it in 1 quarter. The position peaked at $4.97K in Q3 2024. 213 funds tracked by Wall St. Rank hold PD as of Q4 2024.

  • Capital Performance Advisors reported no remaining PagerDuty position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 268 PagerDuty shares in Q4 2024, an estimated $4.97K.
  • Capital Performance Advisors first reported a position in PagerDuty in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's PagerDuty position peaked at $4.97K in Q3 2024.
  • 213 funds tracked by Wall St. Rank held PagerDuty as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.