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Tower View Wealth Management’s PagerDuty PD Stock Holding History

Tower View Wealth Management’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
2020
Q4 		– Sell
-38,465
Closed -$1.04M – 174
2020
Q3 		$1.04M Buy
38,465
+1,000
+3% +$28.1K 0.68% 57
2020
Q2 		$1.07M Buy
+37,465
New +$903K 0.78% 51

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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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

Tower View Wealth Management's PD Position: Q4 2020 in Review

Tower View Wealth Management sold out of PagerDuty (PD) in Q4 2020, closing a stake of 38,465 shares — an estimated $1.04M sold.

Tower View Wealth Management first reported a position in PD in Q2 2020 and held it in 2 quarters. The position peaked at $1.07M in Q2 2020. 207 funds tracked by Wall St. Rank hold PD as of Q4 2020.

  • Tower View Wealth Management reported no remaining PagerDuty position as of Q4 2020 after selling out during the quarter.
  • Tower View Wealth Management sold 38,465 PagerDuty shares in Q4 2020, an estimated $1.04M.
  • Tower View Wealth Management first reported a position in PagerDuty in Q2 2020 and held it in 2 quarters.
  • Tower View Wealth Management's PagerDuty position peaked at $1.07M in Q2 2020.
  • 207 funds tracked by Wall St. Rank held PagerDuty as of Q4 2020.

Based on Tower View Wealth Management's 13F filing for Q4 2020, filed 26 Jan 2021.