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Carolinas Wealth Consulting’s PagerDuty PD Stock Holding History

Carolinas Wealth Consulting’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
-700
Closed -$13K – 1092
2024
Q3 		$13K Hold
700
– – ﹤0.01% 528
2024
Q2 		$16.1K Hold
700
– – ﹤0.01% 504
2024
Q1 		$15.9K Buy
+700
New +$16.6K ﹤0.01% 500

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NAMA
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Sumitomo Mitsui Trust Group
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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ClearBridge Investments
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Carolinas Wealth Consulting's PD Position: Q4 2024 in Review

Carolinas Wealth Consulting sold out of PagerDuty (PD) in Q4 2024, closing a stake of 700 shares — an estimated $13K sold.

Carolinas Wealth Consulting first reported a position in PD in Q1 2024 and held it in 3 quarters. The position peaked at $16.1K in Q2 2024. 213 funds tracked by Wall St. Rank hold PD as of Q4 2024.

  • Carolinas Wealth Consulting reported no remaining PagerDuty position as of Q4 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 700 PagerDuty shares in Q4 2024, an estimated $13K.
  • Carolinas Wealth Consulting first reported a position in PagerDuty in Q1 2024 and held it in 3 quarters.
  • Carolinas Wealth Consulting's PagerDuty position peaked at $16.1K in Q2 2024.
  • 213 funds tracked by Wall St. Rank held PagerDuty as of Q4 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2024, filed 27 Feb 2025.