Azimuth Capital Management’s Palo Alto Networks PANW Stock Holding History

Azimuth Capital 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
2022 Q1	$27.3M	Sell	262,716 -46,614	-15%	-$4.17M	1.17%	14
2021 Q4	$28.7M	Sell	309,330 -39,192	-11%	-$3.39M	1.16%	10
2021 Q3	$27.8M	Sell	348,522 -57,018	-14%	-$4.01M	1.19%	9
2021 Q2	$25.1M	Buy	405,540 +7,800	+2%	+$462K	1.08%	11
2021 Q1	$21.3M	Buy	397,740 +38,202	+11%	+$2.27M	1.01%	18
2020 Q4	$21.3M	Buy	359,538 +47,844	+15%	+$2.24M	1.06%	18
2020 Q3	$12.7M	Buy	311,694 +2,286	+0.7%	+$95.1K	0.75%	49
2020 Q2	$11.8M	Buy	309,408 +156,438	+102%	+$5.51M	0.75%	46
2020 Q1	$4.18M	Sell	152,970 -3,486	-2%	-$122K	0.31%	103
2019 Q4	$6.03M	Sell	156,456 -10,698	-6%	-$405K	0.37%	96
2019 Q3	$5.68M	Sell	167,154 -102,090	-38%	-$3.61M	0.37%	91
2019 Q2	$9.14M	Buy	269,244 +16,512	+7%	+$618K	0.61%	62
2019 Q1	$10.2M	Sell	252,732 -32,910	-12%	-$1.22M	0.69%	48
2018 Q4	$8.97M	Buy	285,642 +17,160	+6%	+$535K	0.69%	47
2018 Q3	$10.1M	Buy	268,482 +5,970	+2%	+$217K	0.68%	52
2018 Q2	$8.99M	Buy	262,512 +111,750	+74%	+$3.73M	0.65%	56
2018 Q1	$4.56M	Buy	+150,762	New	+$4.19M	0.34%	115

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Azimuth Capital Management's PANW Position: Q1 2022 in Review

Azimuth Capital Management reduced its Palo Alto Networks (PANW) stake by 15% in Q1 2022, selling an estimated $4.17M and leaving 262,716 shares worth $27.3M. The position accounts for 1.17% of the portfolio, ranked #14.

Azimuth Capital Management first reported a position in PANW in Q1 2018 and has held it in 17 quarters since. The position peaked at $28.7M in Q4 2021. 1,315 funds tracked by Wall St. Rank hold PANW as of Q1 2022.

Azimuth Capital Management held 262,716 shares of Palo Alto Networks worth $27.3M as of Q1 2022.
Azimuth Capital Management sold 46,614 Palo Alto Networks shares in Q1 2022, an estimated $4.17M.
Palo Alto Networks made up 1.17% of Azimuth Capital Management's portfolio in Q1 2022, its #14 holding.
Azimuth Capital Management first reported a position in Palo Alto Networks in Q1 2018 and has held it in 17 quarters since.
Azimuth Capital Management's Palo Alto Networks position peaked at $28.7M in Q4 2021.
1,315 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2022.

Based on Azimuth Capital Management's 13F filing for Q1 2022, filed 13 May 2022.