FWM
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Focused Wealth Management’s PagerDuty PD Stock Holding History

Focused Wealth Management’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
-350
Closed -$8.1K – 725
2023
Q4 		$8.1K Hold
350
– – ﹤0.01% 591
2023
Q3 		$7.87K Hold
350
– – ﹤0.01% 569
2023
Q2 		$7.87K Hold
350
– – ﹤0.01% 588
2023
Q1 		$12.2K Sell
350
-2,300
-87% -$67.5K ﹤0.01% 508
2022
Q4 		$70.4K Buy
2,650
+2,200
+489% +$52K 0.01% 256
2022
Q3 		$10K Sell
450
-2,000
-82% -$51.6K ﹤0.01% 498
2022
Q2 		$61K Hold
2,450
– – 0.01% 265
2022
Q1 		$84K Hold
2,450
– – 0.01% 231
2021
Q4 		$85K Hold
2,450
– – 0.01% 299
2021
Q3 		$101K Buy
2,450
+400
+20% +$16.9K 0.02% 299
2021
Q2 		$87K Buy
2,050
+1,600
+356% +$64.8K 0.01% 312
2021
Q1 		$18K Buy
450
+25
+6% +$1.14K ﹤0.01% 516
2020
Q4 		$18K Sell
425
-4,050
-91% -$138K ﹤0.01% 478
2020
Q3 		$121K Buy
4,475
+3,000
+203% +$84.3K 0.03% 210
2020
Q2 		$42K Buy
+1,475
New +$35.6K 0.01% 329

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 $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return