MCC
PD icon

Money Concepts Capital’s PagerDuty PD Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-350
Closed -$9.3K – 2167
2022
Q4 		$9.3K Buy
+350
New +$8.27K ﹤0.01% 2048
2022
Q2 		– Sell
-1,050
Closed -$36K – 2269
2022
Q1 		$36K Buy
+1,050
New +$33.8K ﹤0.01% 1362

Other funds holding PD

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
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
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
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Money Concepts Capital's PD Position: Q1 2023 in Review

Money Concepts Capital sold out of PagerDuty (PD) in Q1 2023, closing a stake of 350 shares — an estimated $9.3K sold.

Money Concepts Capital first reported a position in PD in Q1 2022 and held it in 2 quarters. The position peaked at $36K in Q1 2022. 258 funds tracked by Wall St. Rank hold PD as of Q1 2023.

  • Money Concepts Capital reported no remaining PagerDuty position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 350 PagerDuty shares in Q1 2023, an estimated $9.3K.
  • Money Concepts Capital first reported a position in PagerDuty in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's PagerDuty position peaked at $36K in Q1 2022.
  • 258 funds tracked by Wall St. Rank held PagerDuty as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.