WE
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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 $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $7.75B AUM 33.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wealth Effects's PD Position: Q1 2024 in Review

Wealth Effects sold out of PagerDuty (PD) in Q1 2024, closing a stake of 9,225 shares — an estimated $214K sold.

Wealth Effects first reported a position in PD in Q4 2021 and held it in 9 quarters. The position peaked at $1.62M in Q4 2021. 235 funds tracked by Wall St. Rank hold PD as of Q1 2024.

  • Wealth Effects reported no remaining PagerDuty position as of Q1 2024 after selling out during the quarter.
  • Wealth Effects sold 9,225 PagerDuty shares in Q1 2024, an estimated $214K.
  • Wealth Effects first reported a position in PagerDuty in Q4 2021 and held it in 9 quarters.
  • Wealth Effects's PagerDuty position peaked at $1.62M in Q4 2021.
  • 235 funds tracked by Wall St. Rank held PagerDuty as of Q1 2024.

Based on Wealth Effects's 13F filing for Q1 2024, filed 22 Apr 2024.