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Geneos Wealth Management’s PagerDuty PD Stock Holding History

Geneos 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
2021
Q2 		– Sell
-123
Closed -$5K – 3044
2021
Q1 		$5K Hold
123
– – ﹤0.01% 2663
2020
Q4 		$3K Buy
+123
New +$4.19K ﹤0.01% 2636

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Vanguard Group
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Janus Henderson Group
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American Century Companies
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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geneos Wealth Management's PD Position: Q2 2021 in Review

Geneos Wealth Management sold out of PagerDuty (PD) in Q2 2021, closing a stake of 123 shares — an estimated $5K sold.

Geneos Wealth Management first reported a position in PD in Q4 2020 and held it in 2 quarters. The position peaked at $5K in Q1 2021. 213 funds tracked by Wall St. Rank hold PD as of Q2 2021.

  • Geneos Wealth Management reported no remaining PagerDuty position as of Q2 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 123 PagerDuty shares in Q2 2021, an estimated $5K.
  • Geneos Wealth Management first reported a position in PagerDuty in Q4 2020 and held it in 2 quarters.
  • Geneos Wealth Management's PagerDuty position peaked at $5K in Q1 2021.
  • 213 funds tracked by Wall St. Rank held PagerDuty as of Q2 2021.

Based on Geneos Wealth Management's 13F filing for Q2 2021, filed 8 Jul 2021.