Lenox Wealth Advisors’s PagerDuty PD Stock Holding History

Lenox 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
2022 Q1	$4K	Hold	127	–	–	﹤0.01%	589
2021 Q4	$4K	Hold	127	–	–	﹤0.01%	638
2021 Q3	$5K	Hold	127	–	–	﹤0.01%	561
2021 Q2	$5K	Hold	127	–	–	﹤0.01%	558
2021 Q1	$5K	Hold	127	–	–	﹤0.01%	509
2020 Q4	$5K	Hold	127	–	–	﹤0.01%	508
2020 Q3	$3K	Buy	127 +32	+34%	+$900	﹤0.01%	487
2020 Q2	$3K	Buy	+95	New	+$2.29K	﹤0.01%	492

Other funds holding PD

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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 $7.07B AUM 50.91% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

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

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

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Lenox Wealth Advisors's PD Position: Q1 2022 in Review

Lenox Wealth Advisors held its PagerDuty (PD) position steady in Q1 2022 at 127 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

Lenox Wealth Advisors first reported a position in PD in Q2 2020 and has held it in 8 quarters since. The position peaked at $5K in Q3 2021. 232 funds tracked by Wall St. Rank hold PD as of Q1 2022.

Lenox Wealth Advisors held 127 shares of PagerDuty worth $4K as of Q1 2022.
Lenox Wealth Advisors left its PagerDuty share count unchanged in Q1 2022.
PagerDuty made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #589 holding.
Lenox Wealth Advisors first reported a position in PagerDuty in Q2 2020 and has held it in 8 quarters since.
Lenox Wealth Advisors's PagerDuty position peaked at $5K in Q3 2021.
232 funds tracked by Wall St. Rank held PagerDuty as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.