CWP
PD icon

Concord Wealth Partners’s PagerDuty PD Stock Holding History

Concord Wealth Partners’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
Q1 		– Sell
-15
Closed -$398 – 1159
2022
Q4 		$398 Buy
+15
New +$354 ﹤0.01% 1168
2022
Q3 		– Sell
-254
Closed -$6K – 837
2022
Q2 		$6K Sell
254
-2,033
-89% -$55.8K ﹤0.01% 790
2022
Q1 		$78K Sell
2,287
-1,054
-32% -$33.9K 0.02% 341
2021
Q4 		$116K Buy
3,341
+2,542
+318% +$98.3K 0.03% 288
2021
Q3 		$33K Sell
799
-1,923
-71% -$81.5K 0.01% 288
2021
Q2 		$116K Buy
2,722
+80
+3% +$3.24K 0.03% 214
2021
Q1 		$106K Buy
2,642
+2,574
+3,785% +$118K 0.04% 212
2020
Q4 		$3K Buy
+68
New +$2.32K ﹤0.01% 484

Other funds holding PD

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 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
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return