PWM
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Perigon Wealth Management’s PagerDuty PD Stock Holding History

Perigon 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
2021
Q1 		– Sell
-2,275
Closed -$95K – 878
2020
Q4 		$95K Buy
+2,275
New +$77.6K 0.01% 553

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Perigon Wealth Management's PD Position: Q1 2021 in Review

Perigon Wealth Management sold out of PagerDuty (PD) in Q1 2021, closing a stake of 2,275 shares — an estimated $95K sold.

Perigon Wealth Management first reported a position in PD in Q4 2020 and held it in 1 quarter. The position peaked at $95K in Q4 2020. 210 funds tracked by Wall St. Rank hold PD as of Q1 2021.

  • Perigon Wealth Management reported no remaining PagerDuty position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 2,275 PagerDuty shares in Q1 2021, an estimated $95K.
  • Perigon Wealth Management first reported a position in PagerDuty in Q4 2020 and held it in 1 quarter.
  • Perigon Wealth Management's PagerDuty position peaked at $95K in Q4 2020.
  • 210 funds tracked by Wall St. Rank held PagerDuty as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.