AIM
PANW icon

Assured Investment Management’s Palo Alto Networks PANW Stock Holding History

Assured Investment 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
2019
Q1 		– Sell
-221,658
Closed -$6.96M – 1314
2018
Q4 		$6.96M Buy
221,658
+86,718
+64% +$2.7M 0.25% 126
2018
Q3 		$5.07M Sell
134,940
-68,514
-34% -$2.49M 0.12% 250
2018
Q2 		$6.97M Sell
203,454
-143,016
-41% -$4.77M 0.16% 164
2018
Q1 		$10.5M Sell
346,470
-14,910
-4% -$414K 0.31% 95
2017
Q4 		$8.73M Buy
361,380
+232,182
+180% +$5.65M 0.27% 120
2017
Q3 		$3.1M Buy
129,198
+76,758
+146% +$1.75M 0.1% 271
2017
Q2 		$1.17M Buy
52,440
+27,402
+109% +$554K 0.04% 364
2017
Q1 		$470K Buy
25,038
+23,988
+2,285% +$536K 0.02% 437
2016
Q4 		$22K Buy
+1,050
New +$25.2K ﹤0.01% 567

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JP Morgan Chase
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Ameriprise
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Canada Pension Plan Investment Board
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Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return