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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 $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return