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Avalon Investment & Advisory’s Palo Alto Networks PANW Stock Holding History

Avalon Investment & Advisory’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
Q3 		– Sell
-6,612
Closed -$225K – 323
2019
Q2 		$225K Sell
6,612
-414
-6% -$15.5K 0.01% 298
2019
Q1 		$284K Buy
+7,026
New +$261K 0.01% 302

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avalon Investment & Advisory's PANW Position: Q3 2019 in Review

Avalon Investment & Advisory sold out of Palo Alto Networks (PANW) in Q3 2019, closing a stake of 6,612 shares — an estimated $225K sold.

Avalon Investment & Advisory first reported a position in PANW in Q1 2019 and held it in 2 quarters. The position peaked at $284K in Q1 2019. 744 funds tracked by Wall St. Rank hold PANW as of Q3 2019.

  • Avalon Investment & Advisory reported no remaining Palo Alto Networks position as of Q3 2019 after selling out during the quarter.
  • Avalon Investment & Advisory sold 6,612 Palo Alto Networks shares in Q3 2019, an estimated $225K.
  • Avalon Investment & Advisory first reported a position in Palo Alto Networks in Q1 2019 and held it in 2 quarters.
  • Avalon Investment & Advisory's Palo Alto Networks position peaked at $284K in Q1 2019.
  • 744 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2019.

Based on Avalon Investment & Advisory's 13F filing for Q3 2019, filed 14 Nov 2019.