WE
PD icon

Wealth Effects’s PagerDuty PD Stock Holding History

Wealth Effects’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
2024
Q1 		– Sell
-9,225
Closed -$214K – 228
2023
Q4 		$214K Sell
9,225
-19,133
-67% -$414K 0.08% 198
2023
Q3 		$638K Sell
28,358
-2,740
-9% -$65.4K 0.31% 75
2023
Q2 		$699K Sell
31,098
-3,567
-10% -$99.2K 0.31% 69
2023
Q1 		$1.21M Sell
34,665
-375
-1% -$11K 0.62% 38
2022
Q4 		$931K Sell
35,040
-7,875
-18% -$186K 0.53% 44
2022
Q3 		$990K Buy
42,915
+800
+2% +$20.6K 0.61% 41
2022
Q2 		$1.04M Sell
42,115
-4,320
-9% -$119K 0.63% 43
2022
Q1 		$1.59M Sell
46,435
-175
-0.4% -$5.63K 0.74% 31
2021
Q4 		$1.62M Buy
+46,610
New +$1.8M 0.67% 35

Other funds holding PD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return