SPC
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Sigma Planning Corp’s PagerDuty PD Stock Holding History

Sigma Planning Corp’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
2023
Q2 		– Sell
-9,527
Closed -$333K – 1316
2023
Q1 		$333K Sell
9,527
-910
-9% -$26.7K 0.01% 965
2022
Q4 		$277K Buy
10,437
+585
+6% +$13.8K 0.01% 996
2022
Q3 		$227K Sell
9,852
-5,380
-35% -$139K 0.01% 1066
2022
Q2 		$377K Sell
15,232
-738
-5% -$20.3K 0.01% 873
2022
Q1 		$546K Sell
15,970
-1,562
-9% -$50.2K 0.02% 812
2021
Q4 		$609K Buy
17,532
+8,713
+99% +$337K 0.02% 764
2021
Q3 		$365K Buy
8,819
+1,514
+21% +$64.2K 0.01% 957
2021
Q2 		$311K Buy
+7,305
New +$296K 0.01% 1057
2020
Q4 		– Sell
-8,871
Closed -$240K – 1245
2020
Q3 		$240K Buy
8,871
+301
+4% +$8.46K 0.01% 887
2020
Q2 		$245K Buy
+8,570
New +$207K 0.01% 859

Other funds holding PD

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Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return