West Oak Capital’s PagerDuty PD Stock Holding History

West Oak Capital’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 Q4	–	Sell	-50	Closed	-$2K	–	384
2021 Q3	$2K	Buy	50 +20	+67%	+$847	﹤0.01%	327
2021 Q2	$1K	Hold	30	–	–	﹤0.01%	339
2021 Q1	$1K	Hold	30	–	–	﹤0.01%	329
2020 Q4	$1K	Hold	30	–	–	﹤0.01%	305
2020 Q3	$1K	Hold	30	–	–	﹤0.01%	284
2020 Q2	$1K	Buy	30 +10	+50%	+$241	﹤0.01%	288
2020 Q1	$0	Buy	+20	New	+$424	﹤0.01%	307

Other funds holding PD

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

West Oak Capital's PD Position: Q4 2021 in Review

West Oak Capital sold out of PagerDuty (PD) in Q4 2021, closing a stake of 50 shares — an estimated $2K sold.

West Oak Capital first reported a position in PD in Q1 2020 and held it in 7 quarters. The position peaked at $2K in Q3 2021. 231 funds tracked by Wall St. Rank hold PD as of Q4 2021.

West Oak Capital reported no remaining PagerDuty position as of Q4 2021 after selling out during the quarter.
West Oak Capital sold 50 PagerDuty shares in Q4 2021, an estimated $2K.
West Oak Capital first reported a position in PagerDuty in Q1 2020 and held it in 7 quarters.
West Oak Capital's PagerDuty position peaked at $2K in Q3 2021.
231 funds tracked by Wall St. Rank held PagerDuty as of Q4 2021.

Based on West Oak Capital's 13F filing for Q4 2021, filed 12 Jan 2022.