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Bel Air Investment Advisors’s Palo Alto Networks PANW Stock Holding History

Bel Air Investment 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
2021
Q2 		$2.1M Hold
33,936
– – 0.06% 121
2021
Q1 		$1.82M Buy
+33,936
New +$2.02M 0.06% 133

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bel Air Investment Advisors's PANW Position: Q2 2021 in Review

Bel Air Investment Advisors held its Palo Alto Networks (PANW) position steady in Q2 2021 at 33,936 shares worth $2.1M. The position accounts for 0.06% of the portfolio, ranked #121.

Bel Air Investment Advisors first reported a position in PANW in Q1 2021 and has held it in 2 quarters since. 986 funds tracked by Wall St. Rank hold PANW as of Q2 2021.

  • Bel Air Investment Advisors held 33,936 shares of Palo Alto Networks worth $2.1M as of Q2 2021.
  • Bel Air Investment Advisors left its Palo Alto Networks share count unchanged in Q2 2021.
  • Palo Alto Networks made up 0.06% of Bel Air Investment Advisors's portfolio in Q2 2021, its #121 holding.
  • Bel Air Investment Advisors first reported a position in Palo Alto Networks in Q1 2021 and has held it in 2 quarters since.
  • 986 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.