FinTrust Capital Advisors’s PagerDuty PD Stock Holding History

FinTrust Capital 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
2020 Q4	–	Sell	-90	Closed	-$2K	–	1131
2020 Q3	$2K	Buy	+90	New	+$2.53K	﹤0.01%	1071

Other funds holding PD

AIM

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

FinTrust Capital Advisors's PD Position: Q4 2020 in Review

FinTrust Capital Advisors sold out of PagerDuty (PD) in Q4 2020, closing a stake of 90 shares — an estimated $2K sold.

FinTrust Capital Advisors first reported a position in PD in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 207 funds tracked by Wall St. Rank hold PD as of Q4 2020.

FinTrust Capital Advisors reported no remaining PagerDuty position as of Q4 2020 after selling out during the quarter.
FinTrust Capital Advisors sold 90 PagerDuty shares in Q4 2020, an estimated $2K.
FinTrust Capital Advisors first reported a position in PagerDuty in Q3 2020 and held it in 1 quarter.
FinTrust Capital Advisors's PagerDuty position peaked at $2K in Q3 2020.
207 funds tracked by Wall St. Rank held PagerDuty as of Q4 2020.

Based on FinTrust Capital Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.