NewEdge Advisors’s PagerDuty PD Stock Holding History

NewEdge 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 Q1	–	Sell	-798	Closed	-$21.2K	–	3937
2022 Q4	$21.2K	Buy	+798	New	+$18.9K	﹤0.01%	2102

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 $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NewEdge Advisors's PD Position: Q1 2023 in Review

NewEdge Advisors sold out of PagerDuty (PD) in Q1 2023, closing a stake of 798 shares — an estimated $21.2K sold.

NewEdge Advisors first reported a position in PD in Q4 2022 and held it in 1 quarter. The position peaked at $21.2K in Q4 2022. 258 funds tracked by Wall St. Rank hold PD as of Q1 2023.

NewEdge Advisors reported no remaining PagerDuty position as of Q1 2023 after selling out during the quarter.
NewEdge Advisors sold 798 PagerDuty shares in Q1 2023, an estimated $21.2K.
NewEdge Advisors first reported a position in PagerDuty in Q4 2022 and held it in 1 quarter.
NewEdge Advisors's PagerDuty position peaked at $21.2K in Q4 2022.
258 funds tracked by Wall St. Rank held PagerDuty as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.