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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
2020
Q4 		– Sell
-4,000
Closed -$3K – 885
2020
Q3 		$3K Buy
+4,000
New +$112K ﹤0.01% 680

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RC
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NAMA
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Focused Wealth Management's PD Position: Q1 2024 in Review

Focused Wealth Management sold out of PagerDuty (PD) in Q1 2024, closing a stake of 350 shares — an estimated $8.1K sold.

Focused Wealth Management first reported a position in PD in Q2 2020 and held it in 15 quarters. The position peaked at $121K in Q3 2020. 235 funds tracked by Wall St. Rank hold PD as of Q1 2024.

  • Focused Wealth Management reported no remaining PagerDuty position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 350 PagerDuty shares in Q1 2024, an estimated $8.1K.
  • Focused Wealth Management first reported a position in PagerDuty in Q2 2020 and held it in 15 quarters.
  • Focused Wealth Management's PagerDuty position peaked at $121K in Q3 2020.
  • 235 funds tracked by Wall St. Rank held PagerDuty as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.