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Orion Portfolio Solutions’s PagerDuty PD Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-81
Closed -$2K – 1567
2020
Q2 		$2K Buy
81
+70
+636% +$1.69K ﹤0.01% 1800
2020
Q1 		$0 Buy
11
+3
+38% +$64 ﹤0.01% 2199
2019
Q4 		$0 Buy
+8
New +$197 ﹤0.01% 1911

Other funds holding PD

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AGFIA
Accel Growth Fund IV Associates Palo Alto, California $58.7M AUM 25.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Orion Portfolio Solutions's PD Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of PagerDuty (PD) in Q3 2020, closing a stake of 81 shares — an estimated $2K sold.

Orion Portfolio Solutions first reported a position in PD in Q4 2019 and held it in 3 quarters. The position peaked at $2K in Q2 2020. 189 funds tracked by Wall St. Rank hold PD as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining PagerDuty position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 81 PagerDuty shares in Q3 2020, an estimated $2K.
  • Orion Portfolio Solutions first reported a position in PagerDuty in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's PagerDuty position peaked at $2K in Q2 2020.
  • 189 funds tracked by Wall St. Rank held PagerDuty as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.