Regent Peak Wealth Advisors’s PagerDuty PD Stock Holding History

Regent Peak 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 Q1	–	Sell	-5	Closed	–	–	738
2020 Q4	$0	Buy	+5	New	+$170	﹤0.01%	1107

Other funds holding PD

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AIM

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

NAMA

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

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

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

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

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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Regent Peak Wealth Advisors's PD Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of PagerDuty (PD) in Q1 2021, closing a stake of 5 shares.

Regent Peak Wealth Advisors first reported a position in PD in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 210 funds tracked by Wall St. Rank hold PD as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining PagerDuty position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 5 PagerDuty shares in Q1 2021.
Regent Peak Wealth Advisors first reported a position in PagerDuty in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's PagerDuty position peaked at $0 in Q4 2020.
210 funds tracked by Wall St. Rank held PagerDuty as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.