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Register Financial Advisors’s PagerDuty PD Stock Holding History

Register Financial 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
2024
Q3 		– Sell
-200
Closed -$4.59K – 578
2024
Q2 		$4.59K Hold
200
– – ﹤0.01% 604
2024
Q1 		$4.54K Buy
+200
New +$4.75K ﹤0.01% 626
2023
Q4 		– Sell
-200
Closed -$4.5K – 531
2023
Q3 		$4.5K Hold
200
– – ﹤0.01% 470
2023
Q2 		$4.5K Hold
200
– – ﹤0.01% 461
2023
Q1 		$7K Hold
200
– – 0.01% 425
2022
Q4 		$5.31K Buy
+200
New +$4.72K ﹤0.01% 674

Other funds holding PD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Register Financial Advisors's PD Position: Q3 2024 in Review

Register Financial Advisors sold out of PagerDuty (PD) in Q3 2024, closing a stake of 200 shares — an estimated $4.59K sold.

Register Financial Advisors first reported a position in PD in Q4 2022 and held it in 6 quarters. The position peaked at $7K in Q1 2023. 218 funds tracked by Wall St. Rank hold PD as of Q3 2024.

  • Register Financial Advisors reported no remaining PagerDuty position as of Q3 2024 after selling out during the quarter.
  • Register Financial Advisors sold 200 PagerDuty shares in Q3 2024, an estimated $4.59K.
  • Register Financial Advisors first reported a position in PagerDuty in Q4 2022 and held it in 6 quarters.
  • Register Financial Advisors's PagerDuty position peaked at $7K in Q1 2023.
  • 218 funds tracked by Wall St. Rank held PagerDuty as of Q3 2024.

Based on Register Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.