WJWM
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Williams Jones Wealth Management’s PagerDuty PD Stock Holding History

Williams Jones Wealth Management’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
2020
Q3 		– Sell
-7,000
Closed -$200K – 451
2020
Q2 		$200K Buy
+7,000
New +$169K ﹤0.01% 379

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Vanguard Group
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AGFIA
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Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Williams Jones Wealth Management's PD Position: Q3 2020 in Review

Williams Jones Wealth Management sold out of PagerDuty (PD) in Q3 2020, closing a stake of 7,000 shares — an estimated $200K sold.

Williams Jones Wealth Management first reported a position in PD in Q2 2020 and held it in 1 quarter. The position peaked at $200K in Q2 2020. 189 funds tracked by Wall St. Rank hold PD as of Q3 2020.

  • Williams Jones Wealth Management reported no remaining PagerDuty position as of Q3 2020 after selling out during the quarter.
  • Williams Jones Wealth Management sold 7,000 PagerDuty shares in Q3 2020, an estimated $200K.
  • Williams Jones Wealth Management first reported a position in PagerDuty in Q2 2020 and held it in 1 quarter.
  • Williams Jones Wealth Management's PagerDuty position peaked at $200K in Q2 2020.
  • 189 funds tracked by Wall St. Rank held PagerDuty as of Q3 2020.

Based on Williams Jones Wealth Management's 13F filing for Q3 2020, filed 13 Nov 2020.