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Advisor Group’s Palo Alto Networks PANW Stock Holding History

Advisor Group’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
2019
Q4 		$2.6M Sell
67,374
-3,378
-5% -$128K 0.02% 695
2019
Q3 		$2.4M Sell
70,752
-1,014
-1% -$35.9K 0.02% 691
2019
Q2 		$2.44M Buy
71,766
+3,174
+5% +$119K 0.02% 678
2019
Q1 		$2.78M Buy
68,592
+2,442
+4% +$90.6K 0.02% 589
2018
Q4 		$2.08M Buy
66,150
+8,802
+15% +$274K 0.02% 622
2018
Q3 		$2.15M Buy
57,348
+11,910
+26% +$434K 0.02% 613
2018
Q2 		$1.56M Sell
45,438
-474
-1% -$15.8K 0.02% 651
2018
Q1 		$1.39M Buy
45,912
+7,932
+21% +$220K 0.02% 708
2017
Q4 		$918K Buy
37,980
+486
+1% +$11.8K 0.01% 938
2017
Q3 		$899K Buy
37,494
+4,950
+15% +$113K 0.01% 860
2017
Q2 		$726K Buy
32,544
+5,358
+20% +$108K 0.01% 922
2017
Q1 		$510K Sell
27,186
-11,844
-30% -$265K 0.01% 1065
2016
Q4 		$812K Buy
39,030
+11,754
+43% +$282K 0.02% 749
2016
Q3 		$725K Sell
27,276
-27,120
-50% -$618K 0.02% 783
2016
Q2 		$1.11M Buy
+54,396
New +$1.26M 0.03% 575

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Advisor Group's PANW Position: Q4 2019 in Review

Advisor Group reduced its Palo Alto Networks (PANW) stake by 4.8% in Q4 2019, selling an estimated $128K and leaving 67,374 shares worth $2.6M. The position accounts for 0.02% of the portfolio, ranked #695.

Advisor Group first reported a position in PANW in Q2 2016 and has held it in 15 quarters since. The position peaked at $2.78M in Q1 2019. 810 funds tracked by Wall St. Rank hold PANW as of Q4 2019.

  • Advisor Group held 67,374 shares of Palo Alto Networks worth $2.6M as of Q4 2019.
  • Advisor Group sold 3,378 Palo Alto Networks shares in Q4 2019, an estimated $128K.
  • Palo Alto Networks made up 0.02% of Advisor Group's portfolio in Q4 2019, its #695 holding.
  • Advisor Group first reported a position in Palo Alto Networks in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Palo Alto Networks position peaked at $2.78M in Q1 2019.
  • 810 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.