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Phoenix Wealth Advisors’s PagerDuty PD Stock Holding History

Phoenix Wealth 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
2021
Q2 		– Sell
-9,693
Closed -$399K – 380
2021
Q1 		$399K Sell
9,693
-3,392
-26% -$155K 0.31% 64
2020
Q4 		$546K Buy
+13,085
New +$446K 0.41% 55

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NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Phoenix Wealth Advisors's PD Position: Q2 2021 in Review

Phoenix Wealth Advisors sold out of PagerDuty (PD) in Q2 2021, closing a stake of 9,693 shares — an estimated $399K sold.

Phoenix Wealth Advisors first reported a position in PD in Q4 2020 and held it in 2 quarters. The position peaked at $546K in Q4 2020. 213 funds tracked by Wall St. Rank hold PD as of Q2 2021.

  • Phoenix Wealth Advisors reported no remaining PagerDuty position as of Q2 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 9,693 PagerDuty shares in Q2 2021, an estimated $399K.
  • Phoenix Wealth Advisors first reported a position in PagerDuty in Q4 2020 and held it in 2 quarters.
  • Phoenix Wealth Advisors's PagerDuty position peaked at $546K in Q4 2020.
  • 213 funds tracked by Wall St. Rank held PagerDuty as of Q2 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2021, filed 23 Jul 2021.