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McGlone Suttner Wealth Management’s PagerDuty PD Stock Holding History

McGlone Suttner 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
2024
Q1 		– Sell
-1,012
Closed -$23.4K – 595
2023
Q4 		$23.4K Buy
+1,012
New +$21.9K ﹤0.01% 402

Other funds holding PD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

McGlone Suttner Wealth Management's PD Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of PagerDuty (PD) in Q1 2024, closing a stake of 1,012 shares — an estimated $23.4K sold.

McGlone Suttner Wealth Management first reported a position in PD in Q4 2023 and held it in 1 quarter. The position peaked at $23.4K in Q4 2023. 235 funds tracked by Wall St. Rank hold PD as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining PagerDuty position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 1,012 PagerDuty shares in Q1 2024, an estimated $23.4K.
  • McGlone Suttner Wealth Management first reported a position in PagerDuty in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's PagerDuty position peaked at $23.4K in Q4 2023.
  • 235 funds tracked by Wall St. Rank held PagerDuty as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.