Raffa Wealth Management’s PagerDuty PD Stock Holding History

Raffa 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
2022 Q4	–	Sell	-31	Closed	-$715	–	1132
2022 Q3	$715	Buy	+31	New	+$800	﹤0.01%	914

Other funds holding PD

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Raffa Wealth Management's PD Position: Q4 2022 in Review

Raffa Wealth Management sold out of PagerDuty (PD) in Q4 2022, closing a stake of 31 shares — an estimated $715 sold.

Raffa Wealth Management first reported a position in PD in Q3 2022 and held it in 1 quarter. The position peaked at $715 in Q3 2022. 216 funds tracked by Wall St. Rank hold PD as of Q4 2022.

Raffa Wealth Management reported no remaining PagerDuty position as of Q4 2022 after selling out during the quarter.
Raffa Wealth Management sold 31 PagerDuty shares in Q4 2022, an estimated $715.
Raffa Wealth Management first reported a position in PagerDuty in Q3 2022 and held it in 1 quarter.
Raffa Wealth Management's PagerDuty position peaked at $715 in Q3 2022.
216 funds tracked by Wall St. Rank held PagerDuty as of Q4 2022.

Based on Raffa Wealth Management's 13F filing for Q4 2022, filed 27 Jul 2026.