Atlas Private Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Atlas Private Wealth Advisors’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 Q4	–	Sell	-36	Closed	-$3K	–	538
2021 Q3	$3K	Hold	36	–	–	﹤0.01%	634
2021 Q2	$2K	Hold	36	–	–	﹤0.01%	688
2021 Q1	$2K	Hold	36	–	–	﹤0.01%	747
2020 Q4	$2K	Hold	36	–	–	﹤0.01%	653
2020 Q3	$1K	Hold	36	–	–	﹤0.01%	638
2020 Q2	$1K	Buy	+36	New	+$1.27K	﹤0.01%	668

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Atlas Private Wealth Advisors's PANW Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Palo Alto Networks (PANW) in Q4 2021, closing a stake of 36 shares — an estimated $3K sold.

Atlas Private Wealth Advisors first reported a position in PANW in Q2 2020 and held it in 6 quarters. The position peaked at $3K in Q3 2021. 1,223 funds tracked by Wall St. Rank hold PANW as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Palo Alto Networks position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 36 Palo Alto Networks shares in Q4 2021, an estimated $3K.
Atlas Private Wealth Advisors first reported a position in Palo Alto Networks in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Palo Alto Networks position peaked at $3K in Q3 2021.
1,223 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.