AWC
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Abundance Wealth Counselors’s Palo Alto Networks PANW Stock Holding History

Abundance Wealth Counselors’s Portfolio PANW Stock Details PANW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-600
Closed -$32K – 263
2021
Q1 		$32K Buy
+600
New +$35.7K 0.01% 195

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Abundance Wealth Counselors's PANW Position: Q2 2021 in Review

Abundance Wealth Counselors sold out of Palo Alto Networks (PANW) in Q2 2021, closing a stake of 600 shares — an estimated $32K sold.

Abundance Wealth Counselors first reported a position in PANW in Q1 2021 and held it in 1 quarter. The position peaked at $32K in Q1 2021. 985 funds tracked by Wall St. Rank hold PANW as of Q2 2021.

  • Abundance Wealth Counselors reported no remaining Palo Alto Networks position as of Q2 2021 after selling out during the quarter.
  • Abundance Wealth Counselors sold 600 Palo Alto Networks shares in Q2 2021, an estimated $32K.
  • Abundance Wealth Counselors first reported a position in Palo Alto Networks in Q1 2021 and held it in 1 quarter.
  • Abundance Wealth Counselors's Palo Alto Networks position peaked at $32K in Q1 2021.
  • 985 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2021.

Based on Abundance Wealth Counselors's 13F filing for Q2 2021, filed 21 Jul 2021.