Valeo Financial Advisors’s PagerDuty PD Stock Holding History

Valeo 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
2021 Q1	–	Sell	-300	Closed	-$13K	–	2141
2020 Q4	$13K	Buy	+300	New	+$10.2K	﹤0.01%	1134
2020 Q3	–	Sell	-446	Closed	-$13K	–	1991
2020 Q2	$13K	Hold	446	–	–	﹤0.01%	1203
2020 Q1	$8K	Sell	446 -146	-25%	-$3.1K	﹤0.01%	1173
2019 Q4	$14K	Buy	+592	New	+$14.6K	﹤0.01%	1012

Other funds holding PD

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Valeo Financial Advisors's PD Position: Q1 2021 in Review

Valeo Financial Advisors sold out of PagerDuty (PD) in Q1 2021, closing a stake of 300 shares — an estimated $13K sold.

Valeo Financial Advisors first reported a position in PD in Q4 2019 and held it in 4 quarters. The position peaked at $14K in Q4 2019. 210 funds tracked by Wall St. Rank hold PD as of Q1 2021.

Valeo Financial Advisors reported no remaining PagerDuty position as of Q1 2021 after selling out during the quarter.
Valeo Financial Advisors sold 300 PagerDuty shares in Q1 2021, an estimated $13K.
Valeo Financial Advisors first reported a position in PagerDuty in Q4 2019 and held it in 4 quarters.
Valeo Financial Advisors's PagerDuty position peaked at $14K in Q4 2019.
210 funds tracked by Wall St. Rank held PagerDuty as of Q1 2021.

Based on Valeo Financial Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.