JP Morgan Private Wealth Advisors’s PagerDuty PD Stock Holding History

JP Morgan Private Wealth Advisors’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
2023 Q2	–	Sell	-15,063	Closed	-$527K	–	1790
2023 Q1	$527K	Buy	+15,063	New	+$442K	﹤0.01%	1459
2022 Q2	–	Sell	-8,292	Closed	-$284K	–	2000
2022 Q1	$284K	Buy	8,292 +1,781	+27%	+$57.3K	﹤0.01%	1773
2021 Q4	$226K	Sell	6,511 -1,006	-13%	-$38.9K	﹤0.01%	1862
2021 Q3	$311K	Sell	7,517 -1,139	-13%	-$48.3K	﹤0.01%	1678
2021 Q2	$369K	Buy	8,656 +3,394	+65%	+$137K	﹤0.01%	1605
2021 Q1	$212K	Sell	5,262 -1,410	-21%	-$64.4K	﹤0.01%	1666
2020 Q4	$278K	Sell	6,672 -8,596	-56%	-$293K	﹤0.01%	1533
2020 Q3	$414K	Buy	+15,268	New	+$429K	﹤0.01%	1231

Other funds holding PD

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

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

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

JP Morgan Private Wealth Advisors's PD Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of PagerDuty (PD) in Q2 2023, closing a stake of 15,063 shares — an estimated $527K sold.

JP Morgan Private Wealth Advisors first reported a position in PD in Q3 2020 and held it in 8 quarters. The position peaked at $527K in Q1 2023. 234 funds tracked by Wall St. Rank hold PD as of Q2 2023.

JP Morgan Private Wealth Advisors reported no remaining PagerDuty position as of Q2 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 15,063 PagerDuty shares in Q2 2023, an estimated $527K.
JP Morgan Private Wealth Advisors first reported a position in PagerDuty in Q3 2020 and held it in 8 quarters.
JP Morgan Private Wealth Advisors's PagerDuty position peaked at $527K in Q1 2023.
234 funds tracked by Wall St. Rank held PagerDuty as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.