RWML
PD icon

RAFFA WEALTH MANAGEMENT, LLC’s PagerDuty PD Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2022
Q4 		– Sell
-31
Closed -$715 – 1132
2022
Q3 		$715 Buy
+31
New +$800 ﹤0.01% 914

Other funds holding PD

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's PD Position: Q4 2022 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of PagerDuty (PD) in Q4 2022, closing a stake of 31 shares — an estimated $715 sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in PD in Q3 2022 and held it in 1 quarter. The position peaked at $715 in Q3 2022. 216 funds tracked by Wall St. Rank hold PD as of Q4 2022.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining PagerDuty position as of Q4 2022 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 31 PagerDuty shares in Q4 2022, an estimated $715.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in PagerDuty in Q3 2022 and held it in 1 quarter.
  • RAFFA WEALTH MANAGEMENT, LLC's PagerDuty position peaked at $715 in Q3 2022.
  • 216 funds tracked by Wall St. Rank held PagerDuty as of Q4 2022.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q4 2022, filed 27 Jul 2026.