Laurel Wealth Advisors (North Carolina)’s PagerDuty PD Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 Q3	–	Sell	-140	Closed	-$3K	–	588
2022 Q2	$3K	Hold	140	–	–	﹤0.01%	507
2022 Q1	$5K	Hold	140	–	–	﹤0.01%	484
2021 Q4	$5K	Hold	140	–	–	﹤0.01%	489
2021 Q3	$6K	Hold	140	–	–	﹤0.01%	459
2021 Q2	$6K	Buy	140 +60	+75%	+$2.43K	﹤0.01%	521
2021 Q1	$3K	Buy	+80	New	+$3.65K	﹤0.01%	569

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

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

RGM Capital Naples, Florida $2.06B AUM 8.49% 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

Laurel Wealth Advisors (North Carolina)'s PD Position: Q3 2022 in Review

Laurel Wealth Advisors (North Carolina) sold out of PagerDuty (PD) in Q3 2022, closing a stake of 140 shares — an estimated $3K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in PD in Q1 2021 and held it in 6 quarters. The position peaked at $6K in Q3 2021. 202 funds tracked by Wall St. Rank hold PD as of Q3 2022.

Laurel Wealth Advisors (North Carolina) reported no remaining PagerDuty position as of Q3 2022 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 140 PagerDuty shares in Q3 2022, an estimated $3K.
Laurel Wealth Advisors (North Carolina) first reported a position in PagerDuty in Q1 2021 and held it in 6 quarters.
Laurel Wealth Advisors (North Carolina)'s PagerDuty position peaked at $6K in Q3 2021.
202 funds tracked by Wall St. Rank held PagerDuty as of Q3 2022.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2022, filed 15 Nov 2022.