B. Riley Wealth Management’s Palo Alto Networks PANW Stock Holding History

B. Riley Wealth 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 Q2	$850	Sell	10,320 -4,656	-31%	-$413K	﹤0.01%	323
2022 Q1	$1.55M	Buy	14,976 +4,944	+49%	+$442K	0.12%	166
2021 Q4	$931K	Buy	10,032 +2,028	+25%	+$175K	0.06%	248
2021 Q3	$639K	Buy	+8,004	New	+$562K	0.05%	291
2020 Q3	–	Sell	-6,108	Closed	-$234K	–	500
2020 Q2	$234K	Sell	6,108 -3,288	-35%	-$116K	0.03%	348
2020 Q1	$257K	Sell	9,396 -3,540	-27%	-$124K	0.03%	387
2019 Q4	$499K	Buy	12,936 +150	+1%	+$5.67K	0.07%	213
2019 Q3	$434K	Sell	12,786 -4,260	-25%	-$151K	0.08%	222
2019 Q2	$579	Buy	17,046 +2,430	+17%	+$90.9K	0.09%	189
2019 Q1	$592K	Buy	14,616 +2,520	+21%	+$93.5K	0.1%	192
2018 Q4	$380K	Sell	12,096 -21,510	-64%	-$671K	0.08%	209
2018 Q3	$1.26M	Buy	+33,606	New	+$1.22M	0.31%	76

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

B. Riley Wealth Management's PANW Position: Q2 2022 in Review

B. Riley Wealth Management reduced its Palo Alto Networks (PANW) stake by 31% in Q2 2022, selling an estimated $413K and leaving 10,320 shares worth $850. The position accounts for ﹤0.01% of the portfolio, ranked #323.

B. Riley Wealth Management first reported a position in PANW in Q3 2018 and has held it in 12 quarters since. The position peaked at $1.55M in Q1 2022. 1,328 funds tracked by Wall St. Rank hold PANW as of Q2 2022.

B. Riley Wealth Management held 10,320 shares of Palo Alto Networks worth $850 as of Q2 2022.
B. Riley Wealth Management sold 4,656 Palo Alto Networks shares in Q2 2022, an estimated $413K.
Palo Alto Networks made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #323 holding.
B. Riley Wealth Management first reported a position in Palo Alto Networks in Q3 2018 and has held it in 12 quarters since.
B. Riley Wealth Management's Palo Alto Networks position peaked at $1.55M in Q1 2022.
1,328 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.