Archford Capital Strategies’s Palo Alto Networks PANW Stock Holding History

Archford Capital Strategies’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	-8,388	Closed	-$518K	–	308
2021 Q1	$518K	Buy	8,388 +1,080	+15%	+$64.2K	0.14%	163
2020 Q4	$446K	Buy	7,308 +1,800	+33%	+$84.1K	0.1%	195
2020 Q3	$225K	Buy	+5,508	New	+$229K	0.06%	237
2016 Q4	–	Sell	-186	Closed	-$4K	–	723
2016 Q3	$4K	Buy	+186	New	+$4.24K	﹤0.01%	438
2014 Q2	–	Sell	-5,184	Closed	-$59.3K	–	943
2014 Q1	$59.3K	Buy	+5,184	New	+$58.8K	0.05%	201

Other funds holding PANW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Archford Capital Strategies's PANW Position: Q2 2021 in Review

Archford Capital Strategies sold out of Palo Alto Networks (PANW) in Q2 2021, closing a stake of 8,388 shares — an estimated $518K sold.

Archford Capital Strategies first reported a position in PANW in Q1 2014 and held it in 5 quarters. The position peaked at $518K in Q1 2021. 986 funds tracked by Wall St. Rank hold PANW as of Q2 2021.

Archford Capital Strategies reported no remaining Palo Alto Networks position as of Q2 2021 after selling out during the quarter.
Archford Capital Strategies sold 8,388 Palo Alto Networks shares in Q2 2021, an estimated $518K.
Archford Capital Strategies first reported a position in Palo Alto Networks in Q1 2014 and held it in 5 quarters.
Archford Capital Strategies's Palo Alto Networks position peaked at $518K in Q1 2021.
986 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2021.

Based on Archford Capital Strategies's 13F filing for Q2 2021, filed 23 Jul 2021.