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Beirne Wealth Consulting Services’s Palo Alto Networks PANW Stock Holding History

Beirne Wealth Consulting Services’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
-9,546
Closed -$324K – 115
2019
Q3 		$324K Sell
9,546
-174
-2% -$6.16K 0.27% 88
2019
Q2 		$330K Buy
+9,720
New +$364K 0.3% 89

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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

Beirne Wealth Consulting Services's PANW Position: Q4 2019 in Review

Beirne Wealth Consulting Services sold out of Palo Alto Networks (PANW) in Q4 2019, closing a stake of 9,546 shares — an estimated $324K sold.

Beirne Wealth Consulting Services first reported a position in PANW in Q2 2019 and held it in 2 quarters. The position peaked at $330K in Q2 2019. 809 funds tracked by Wall St. Rank hold PANW as of Q4 2019.

  • Beirne Wealth Consulting Services reported no remaining Palo Alto Networks position as of Q4 2019 after selling out during the quarter.
  • Beirne Wealth Consulting Services sold 9,546 Palo Alto Networks shares in Q4 2019, an estimated $324K.
  • Beirne Wealth Consulting Services first reported a position in Palo Alto Networks in Q2 2019 and held it in 2 quarters.
  • Beirne Wealth Consulting Services's Palo Alto Networks position peaked at $330K in Q2 2019.
  • 809 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2019.

Based on Beirne Wealth Consulting Services's 13F filing for Q4 2019, filed 14 Jan 2020.