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Institutional & Family Asset Management’s PagerDuty PD Stock Holding History

Institutional & Family Asset 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
Q1 		– Sell
-42
Closed -$1K – 886
2019
Q4 		$1K Buy
+42
New +$1.03K ﹤0.01% 822

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AGFIA
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Institutional & Family Asset Management's PD Position: Q1 2020 in Review

Institutional & Family Asset Management sold out of PagerDuty (PD) in Q1 2020, closing a stake of 42 shares — an estimated $1K sold.

Institutional & Family Asset Management first reported a position in PD in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 159 funds tracked by Wall St. Rank hold PD as of Q1 2020.

  • Institutional & Family Asset Management reported no remaining PagerDuty position as of Q1 2020 after selling out during the quarter.
  • Institutional & Family Asset Management sold 42 PagerDuty shares in Q1 2020, an estimated $1K.
  • Institutional & Family Asset Management first reported a position in PagerDuty in Q4 2019 and held it in 1 quarter.
  • Institutional & Family Asset Management's PagerDuty position peaked at $1K in Q4 2019.
  • 159 funds tracked by Wall St. Rank held PagerDuty as of Q1 2020.

Based on Institutional & Family Asset Management's 13F filing for Q1 2020, filed 14 May 2020.