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Beacon Pointe Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Beacon Pointe 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
2019
Q4 		– Sell
-19,824
Closed -$674K – 288
2019
Q3 		$674K Sell
19,824
-72
-0.4% -$2.55K 0.14% 129
2019
Q2 		$675K Hold
19,896
– – 0.14% 131
2019
Q1 		$806K Buy
19,896
+426
+2% +$15.8K 0.18% 110
2018
Q4 		$612K Buy
+19,470
New +$607K 0.22% 111

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
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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

Beacon Pointe Wealth Advisors's PANW Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors sold out of Palo Alto Networks (PANW) in Q4 2019, closing a stake of 19,824 shares — an estimated $674K sold.

Beacon Pointe Wealth Advisors first reported a position in PANW in Q4 2018 and held it in 4 quarters. The position peaked at $806K in Q1 2019. 809 funds tracked by Wall St. Rank hold PANW as of Q4 2019.

  • Beacon Pointe Wealth Advisors reported no remaining Palo Alto Networks position as of Q4 2019 after selling out during the quarter.
  • Beacon Pointe Wealth Advisors sold 19,824 Palo Alto Networks shares in Q4 2019, an estimated $674K.
  • Beacon Pointe Wealth Advisors first reported a position in Palo Alto Networks in Q4 2018 and held it in 4 quarters.
  • Beacon Pointe Wealth Advisors's Palo Alto Networks position peaked at $806K in Q1 2019.
  • 809 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.