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PFS Investments’s PagerDuty PD Stock Holding History

PFS Investments’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
Q2 		$1.74M Buy
77,231
+9,988
+15% +$278K 0.03% 341
2023
Q1 		$2.17M Buy
+67,243
New +$1.97M 0.04% 297

Other funds holding PD

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

PFS Investments's PD Position: Q2 2023 in Review

PFS Investments increased its PagerDuty (PD) stake by 15% in Q2 2023, buying an estimated $278K and bringing the position to 77,231 shares worth $1.74M. The position accounts for 0.03% of the portfolio, ranked #341.

PFS Investments first reported a position in PD in Q1 2023 and has held it in 2 quarters since. The position peaked at $2.17M in Q1 2023. 234 funds tracked by Wall St. Rank hold PD as of Q2 2023.

  • PFS Investments held 77,231 shares of PagerDuty worth $1.74M as of Q2 2023.
  • PFS Investments bought 9,988 PagerDuty shares in Q2 2023, an estimated $278K.
  • PagerDuty made up 0.03% of PFS Investments's portfolio in Q2 2023, its #341 holding.
  • PFS Investments first reported a position in PagerDuty in Q1 2023 and has held it in 2 quarters since.
  • PFS Investments's PagerDuty position peaked at $2.17M in Q1 2023.
  • 234 funds tracked by Wall St. Rank held PagerDuty as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.