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Wipfli Financial Advisors’s PagerDuty PD Stock Holding History

Wipfli Financial Advisors’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
Q3 		$5K Buy
+225
New +$5.81K ﹤0.01% 2087

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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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 $154B AUM 29.96% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wipfli Financial Advisors's PD Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in PagerDuty (PD) in Q3 2022: 225 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #2087 among its holdings.

201 funds tracked by Wall St. Rank hold PD as of Q3 2022.

  • Wipfli Financial Advisors held 225 shares of PagerDuty worth $5K as of Q3 2022.
  • PagerDuty was a new Wipfli Financial Advisors position in Q3 2022.
  • PagerDuty made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2087 holding.
  • 201 funds tracked by Wall St. Rank held PagerDuty as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.