Bellevue Asset Management’s Palo Alto Networks PANW Stock Holding History

Bellevue Asset 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	–	Sell	-780	Closed	-$82K	–	526
2022 Q1	$82K	Hold	780	–	–	0.05%	129
2021 Q4	$72K	Hold	780	–	–	0.04%	142
2021 Q3	$62K	Hold	780	–	–	0.04%	158
2021 Q2	$48K	Hold	780	–	–	0.03%	179
2021 Q1	$42K	Hold	780	–	–	0.03%	196
2020 Q4	$47K	Hold	780	–	–	0.03%	180
2020 Q3	$32K	Buy	780 +60	+8%	+$2.5K	0.02%	210
2020 Q2	$28K	Hold	720	–	–	0.03%	223
2020 Q1	$24K	Buy	+720	New	+$25.1K	0.02%	247

Other funds holding PANW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Wellington Management Group

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

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

Fidelity Investments

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return