TCI Wealth Advisors’s PagerDuty PD Stock Holding History

TCI 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
2023 Q2	–	Sell	-287	Closed	-$10K	–	1633
2023 Q1	$10K	Hold	287	–	–	﹤0.01%	1087
2022 Q4	$7.62K	Hold	287	–	–	﹤0.01%	1253
2022 Q3	$7K	Hold	287	–	–	﹤0.01%	1278
2022 Q2	$7K	Buy	287 +249	+655%	+$6.84K	﹤0.01%	1270
2022 Q1	$1K	Hold	38	–	–	﹤0.01%	2136
2021 Q4	$1K	Sell	38 -240	-86%	-$9.28K	﹤0.01%	2222
2021 Q3	$12K	Buy	278 +58	+26%	+$2.46K	﹤0.01%	988
2021 Q2	$9K	Buy	220 +163	+286%	+$6.6K	﹤0.01%	1054
2021 Q1	$2K	Hold	57	–	–	﹤0.01%	1839
2020 Q4	$2K	Hold	57	–	–	﹤0.01%	1250
2020 Q3	$2K	Hold	57	–	–	﹤0.01%	1154
2020 Q2	$2K	Buy	+57	New	+$1.38K	﹤0.01%	1097
2020 Q1	–	Sell	-25	Closed	-$1K	–	1687
2019 Q4	$1K	Buy	+25	New	+$615	﹤0.01%	1403

Other funds holding PD

AIM

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

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

BlackRock New York $6.73T AUM 46.02% 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

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

TCI Wealth Advisors's PD Position: Q2 2023 in Review

TCI Wealth Advisors sold out of PagerDuty (PD) in Q2 2023, closing a stake of 287 shares — an estimated $10K sold.

TCI Wealth Advisors first reported a position in PD in Q4 2019 and held it in 13 quarters. The position peaked at $12K in Q3 2021. 234 funds tracked by Wall St. Rank hold PD as of Q2 2023.

TCI Wealth Advisors reported no remaining PagerDuty position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 287 PagerDuty shares in Q2 2023, an estimated $10K.
TCI Wealth Advisors first reported a position in PagerDuty in Q4 2019 and held it in 13 quarters.
TCI Wealth Advisors's PagerDuty position peaked at $12K in Q3 2021.
234 funds tracked by Wall St. Rank held PagerDuty as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.