Janiczek Wealth Management’s PagerDuty PD Stock Holding History

Janiczek 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
2022 Q2	–	Sell	-131	Closed	-$4K	–	1042
2022 Q1	$4K	Sell	131 -139	-51%	-$4.47K	﹤0.01%	705
2021 Q4	$9K	Sell	270 -173	-39%	-$6.69K	﹤0.01%	611
2021 Q3	$18K	Sell	443 -18	-4%	-$763	0.01%	475
2021 Q2	$20K	Sell	461 -65	-12%	-$2.63K	0.01%	428
2021 Q1	$21K	Buy	526 +22	+4%	+$1K	0.01%	398
2020 Q4	$21K	Buy	504 +376	+294%	+$12.8K	0.01%	346
2020 Q3	$3K	Buy	+128	New	+$3.6K	﹤0.01%	457

Other funds holding PD

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Janiczek Wealth Management's PD Position: Q2 2022 in Review

Janiczek Wealth Management sold out of PagerDuty (PD) in Q2 2022, closing a stake of 131 shares — an estimated $4K sold.

Janiczek Wealth Management first reported a position in PD in Q3 2020 and held it in 7 quarters. The position peaked at $21K in Q1 2021. 212 funds tracked by Wall St. Rank hold PD as of Q2 2022.

Janiczek Wealth Management reported no remaining PagerDuty position as of Q2 2022 after selling out during the quarter.
Janiczek Wealth Management sold 131 PagerDuty shares in Q2 2022, an estimated $4K.
Janiczek Wealth Management first reported a position in PagerDuty in Q3 2020 and held it in 7 quarters.
Janiczek Wealth Management's PagerDuty position peaked at $21K in Q1 2021.
212 funds tracked by Wall St. Rank held PagerDuty as of Q2 2022.

Based on Janiczek Wealth Management's 13F filing for Q2 2022, filed 3 Aug 2022.