Cherry Creek Investment Advisors’s PagerDuty PD Stock Holding History

Cherry Creek Investment 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
2023 Q2	–	Sell	-5,900	Closed	-$206K	–	98
2023 Q1	$206K	Buy	+5,900	New	+$173K	0.15%	84
2021 Q4	–	Sell	-5,600	Closed	-$232K	–	119
2021 Q3	$232K	Hold	5,600	–	–	0.15%	94
2021 Q2	$238K	Buy	+5,600	New	+$227K	0.16%	100

Other funds holding PD

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

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

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Cherry Creek Investment Advisors's PD Position: Q2 2023 in Review

Cherry Creek Investment Advisors sold out of PagerDuty (PD) in Q2 2023, closing a stake of 5,900 shares — an estimated $206K sold.

Cherry Creek Investment Advisors first reported a position in PD in Q2 2021 and held it in 3 quarters. The position peaked at $238K in Q2 2021. 234 funds tracked by Wall St. Rank hold PD as of Q2 2023.

Cherry Creek Investment Advisors reported no remaining PagerDuty position as of Q2 2023 after selling out during the quarter.
Cherry Creek Investment Advisors sold 5,900 PagerDuty shares in Q2 2023, an estimated $206K.
Cherry Creek Investment Advisors first reported a position in PagerDuty in Q2 2021 and held it in 3 quarters.
Cherry Creek Investment Advisors's PagerDuty position peaked at $238K in Q2 2021.
234 funds tracked by Wall St. Rank held PagerDuty as of Q2 2023.

Based on Cherry Creek Investment Advisors's 13F filing for Q2 2023, filed 14 Jul 2023.