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 $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bellevue Asset Management's PANW Position: Q2 2022 in Review

Bellevue Asset Management sold out of Palo Alto Networks (PANW) in Q2 2022, closing a stake of 780 shares — an estimated $82K sold.

Bellevue Asset Management first reported a position in PANW in Q1 2020 and held it in 9 quarters. The position peaked at $82K in Q1 2022. 1,328 funds tracked by Wall St. Rank hold PANW as of Q2 2022.

Bellevue Asset Management reported no remaining Palo Alto Networks position as of Q2 2022 after selling out during the quarter.
Bellevue Asset Management sold 780 Palo Alto Networks shares in Q2 2022, an estimated $82K.
Bellevue Asset Management first reported a position in Palo Alto Networks in Q1 2020 and held it in 9 quarters.
Bellevue Asset Management's Palo Alto Networks position peaked at $82K in Q1 2022.
1,328 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2022.

Based on Bellevue Asset Management's 13F filing for Q2 2022, filed 12 Aug 2022.