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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Canada Pension Plan Investment Board

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return