Crewe Advisors’s PagerDuty PD Stock Holding History

Crewe 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 Q1	–	Sell	-6	Closed	-$139	–	990
2023 Q4	$139	Buy	+6	New	+$130	﹤0.01%	395

Other funds holding PD

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

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

RGM Capital Naples, Florida $2.06B AUM 8.49% 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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Crewe Advisors's PD Position: Q1 2024 in Review

Crewe Advisors sold out of PagerDuty (PD) in Q1 2024, closing a stake of 6 shares — an estimated $139 sold.

Crewe Advisors first reported a position in PD in Q4 2023 and held it in 1 quarter. The position peaked at $139 in Q4 2023. 235 funds tracked by Wall St. Rank hold PD as of Q1 2024.

Crewe Advisors reported no remaining PagerDuty position as of Q1 2024 after selling out during the quarter.
Crewe Advisors sold 6 PagerDuty shares in Q1 2024, an estimated $139.
Crewe Advisors first reported a position in PagerDuty in Q4 2023 and held it in 1 quarter.
Crewe Advisors's PagerDuty position peaked at $139 in Q4 2023.
235 funds tracked by Wall St. Rank held PagerDuty as of Q1 2024.

Based on Crewe Advisors's 13F filing for Q1 2024, filed 14 May 2024.