Badgley, Phelps & Bell’s Palo Alto Networks PANW Stock Holding History

Badgley, Phelps & Bell’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 Q2	$13.9M	Buy	224,790 +9,606	+4%	+$569K	0.52%	66
2021 Q1	$11.6M	Sell	215,184 -11,214	-5%	-$667K	0.48%	77
2020 Q4	$13.4M	Buy	226,398 +108	+0%	+$5.05K	0.58%	64
2020 Q3	$9.23M	Sell	226,290 -78	-0%	-$3.25K	0.45%	79
2020 Q2	$8.66M	Buy	226,368 +2,442	+1%	+$86K	0.48%	79
2020 Q1	$6.12M	Sell	223,926 -2,970	-1%	-$104K	0.4%	83
2019 Q4	$8.74M	Buy	226,896 +936	+0.4%	+$35.4K	0.46%	86
2019 Q3	$7.68M	Buy	225,960 +8,520	+4%	+$302K	0.44%	87
2019 Q2	$7.38M	Buy	217,440 +208,320	+2,284%	+$7.79M	0.43%	86
2019 Q1	$369K	Hold	9,120	–	–	0.02%	158
2018 Q4	$286K	Buy	9,120 +240	+3%	+$7.48K	0.02%	164
2018 Q3	$333K	Hold	8,880	–	–	0.02%	161
2018 Q2	$304K	Hold	8,880	–	–	0.02%	160
2018 Q1	$269K	Buy	8,880 +180	+2%	+$5K	0.02%	163
2017 Q4	$210K	Buy	+8,700	New	+$212K	0.01%	187

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Badgley, Phelps & Bell's PANW Position: Q2 2021 in Review

Badgley, Phelps & Bell increased its Palo Alto Networks (PANW) stake by 4.5% in Q2 2021, buying an estimated $569K and bringing the position to 224,790 shares worth $13.9M. The position accounts for 0.52% of the portfolio, ranked #66.

Badgley, Phelps & Bell first reported a position in PANW in Q4 2017 and has held it in 15 quarters since. 985 funds tracked by Wall St. Rank hold PANW as of Q2 2021.

Badgley, Phelps & Bell held 224,790 shares of Palo Alto Networks worth $13.9M as of Q2 2021.
Badgley, Phelps & Bell bought 9,606 Palo Alto Networks shares in Q2 2021, an estimated $569K.
Palo Alto Networks made up 0.52% of Badgley, Phelps & Bell's portfolio in Q2 2021, its #66 holding.
Badgley, Phelps & Bell first reported a position in Palo Alto Networks in Q4 2017 and has held it in 15 quarters since.
985 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2021.

Based on Badgley, Phelps & Bell's 13F filing for Q2 2021, filed 28 Jul 2021.