Founders Financial Alliance’s PagerDuty PD Stock Holding History

Founders Financial Alliance’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	-21	Closed	-$1K	–	1005
2020 Q3	$1K	Buy	+21	New	+$590	﹤0.01%	1305

Other funds holding PD

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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

Founders Financial Alliance's PD Position: Q4 2020 in Review

Founders Financial Alliance sold out of PagerDuty (PD) in Q4 2020, closing a stake of 21 shares — an estimated $1K sold.

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

Founders Financial Alliance reported no remaining PagerDuty position as of Q4 2020 after selling out during the quarter.
Founders Financial Alliance sold 21 PagerDuty shares in Q4 2020, an estimated $1K.
Founders Financial Alliance first reported a position in PagerDuty in Q3 2020 and held it in 1 quarter.
Founders Financial Alliance's PagerDuty position peaked at $1K in Q3 2020.
207 funds tracked by Wall St. Rank held PagerDuty as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.