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	–	1308
2018 Q4	$6.96M	Buy	221,658 +86,718	+64%	+$2.7M	0.2%	126
2018 Q3	$5.07M	Sell	134,940 -68,514	-34%	-$2.49M	0.09%	250
2018 Q2	$6.97M	Sell	203,454 -143,016	-41%	-$4.77M	0.13%	164
2018 Q1	$10.5M	Sell	346,470 -14,910	-4%	-$414K	0.24%	95
2017 Q4	$8.73M	Buy	361,380 +232,182	+180%	+$5.65M	0.18%	120
2017 Q3	$3.1M	Buy	129,198 +76,758	+146%	+$1.75M	0.06%	271
2017 Q2	$1.17M	Buy	52,440 +27,402	+109%	+$554K	0.02%	364
2017 Q1	$470K	Buy	25,038 +23,988	+2,285%	+$536K	0.01%	437
2016 Q4	$22K	Buy	+1,050	New	+$25.2K	﹤0.01%	567

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

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

Assured Investment Management's PANW Position: Q1 2019 in Review

Assured Investment Management sold out of Palo Alto Networks (PANW) in Q1 2019, closing a stake of 221,658 shares — an estimated $6.96M sold.

Assured Investment Management first reported a position in PANW in Q4 2016 and held it in 9 quarters. The position peaked at $10.5M in Q1 2018. 823 funds tracked by Wall St. Rank hold PANW as of Q1 2019.

Assured Investment Management reported no remaining Palo Alto Networks position as of Q1 2019 after selling out during the quarter.
Assured Investment Management sold 221,658 Palo Alto Networks shares in Q1 2019, an estimated $6.96M.
Assured Investment Management first reported a position in Palo Alto Networks in Q4 2016 and held it in 9 quarters.
Assured Investment Management's Palo Alto Networks position peaked at $10.5M in Q1 2018.
823 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2019.

Based on Assured Investment Management's 13F filing for Q1 2019, filed 16 May 2019.