Afton Capital Management’s Palo Alto Networks PANW Stock Holding History

Afton Capital Management’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
2022 Q3	$1.64M	Sell	20,000 -10,000	-33%	-$866K	5.36%	9
2022 Q2	$2.47M	Buy	+30,000	New	+$2.66M	7.31%	7
2015 Q3	$1.98M	Buy	69,000 +12,000	+21%	+$354K	5.85%	3
2015 Q2	$1.66M	Sell	57,000 -27,000	-32%	-$721K	4.32%	14
2015 Q1	$2.04M	Buy	+84,000	New	+$1.88M	4.38%	8

Other funds holding PANW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Afton Capital Management's PANW Position: Q3 2022 in Review

Afton Capital Management reduced its Palo Alto Networks (PANW) stake by 33% in Q3 2022, selling an estimated $866K and leaving 20,000 shares worth $1.64M. The position accounts for 5.36% of the portfolio, ranked #9.

Afton Capital Management first reported a position in PANW in Q1 2015 and has held it in 5 quarters since. The position peaked at $2.47M in Q2 2022. 1,355 funds tracked by Wall St. Rank hold PANW as of Q3 2022.

Afton Capital Management held 20,000 shares of Palo Alto Networks worth $1.64M as of Q3 2022.
Afton Capital Management sold 10,000 Palo Alto Networks shares in Q3 2022, an estimated $866K.
Palo Alto Networks made up 5.36% of Afton Capital Management's portfolio in Q3 2022, its #9 holding.
Afton Capital Management first reported a position in Palo Alto Networks in Q1 2015 and has held it in 5 quarters since.
Afton Capital Management's Palo Alto Networks position peaked at $2.47M in Q2 2022.
1,355 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2022.

Based on Afton Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.