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FDx Advisors’s PagerDuty PD Stock Holding History

FDx 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
-9,307
Closed -$215K – 561
2023
Q4 		$215K Buy
9,307
+263
+3% +$5.69K 0.02% 637
2023
Q3 		$203K Buy
+9,044
New +$216K 0.02% 601
2023
Q2 		– Sell
-8,193
Closed -$218K – 819
2023
Q1 		$218K Hold
8,193
– – 0.01% 686
2022
Q4 		$218K Sell
8,193
-955
-10% -$22.6K 0.01% 686
2022
Q3 		$211K Sell
9,148
-879
-9% -$22.7K 0.01% 675
2022
Q2 		$248K Sell
10,027
-663
-6% -$18.2K 0.01% 697
2022
Q1 		$365K Buy
10,690
+1,834
+21% +$59K 0.01% 591
2021
Q4 		$308K Sell
8,856
-423
-5% -$16.4K 0.01% 690
2021
Q3 		$384K Buy
9,279
+698
+8% +$29.6K 0.01% 583
2021
Q2 		$365K Sell
8,581
-810
-9% -$32.8K 0.01% 603
2021
Q1 		$378K Buy
9,391
+522
+6% +$23.8K 0.01% 552
2020
Q4 		$370K Sell
8,869
-248
-3% -$8.46K 0.02% 514
2020
Q3 		$247K Buy
+9,117
New +$256K 0.01% 533

Other funds holding PD

Vanguard Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RC
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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

FDx Advisors's PD Position: Q1 2024 in Review

FDx Advisors sold out of PagerDuty (PD) in Q1 2024, closing a stake of 9,307 shares — an estimated $215K sold.

FDx Advisors first reported a position in PD in Q3 2020 and held it in 13 quarters. The position peaked at $384K in Q3 2021. 235 funds tracked by Wall St. Rank hold PD as of Q1 2024.

  • FDx Advisors reported no remaining PagerDuty position as of Q1 2024 after selling out during the quarter.
  • FDx Advisors sold 9,307 PagerDuty shares in Q1 2024, an estimated $215K.
  • FDx Advisors first reported a position in PagerDuty in Q3 2020 and held it in 13 quarters.
  • FDx Advisors's PagerDuty position peaked at $384K in Q3 2021.
  • 235 funds tracked by Wall St. Rank held PagerDuty as of Q1 2024.

Based on FDx Advisors's 13F filing for Q1 2024, filed 3 May 2024.