JWM
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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

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Vanguard Group
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Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return