Berman Capital Advisors’s Palo Alto Networks PANW Stock Holding History

Berman Capital 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 Q3	$331K	Sell	4,158 -402	-9%	-$28.2K	0.05%	181
2021 Q2	$281K	Buy	4,560 +582	+15%	+$34.5K	0.04%	186
2021 Q1	$213K	Buy	3,978 +432	+12%	+$25.7K	0.04%	183
2020 Q4	$209K	Buy	3,546 +2,772	+358%	+$130K	0.05%	158
2020 Q3	$31K	Buy	774 +246	+47%	+$10.2K	0.01%	468
2020 Q2	$19K	Buy	528 +234	+80%	+$8.24K	0.01%	562
2020 Q1	$7K	Sell	294 -30	-9%	-$1.05K	﹤0.01%	789
2019 Q4	$12K	Hold	324	–	–	﹤0.01%	681
2019 Q3	$11K	Buy	324 +162	+100%	+$5.73K	﹤0.01%	688
2019 Q2	$5K	Sell	162 -900	-85%	-$33.7K	﹤0.01%	963
2019 Q1	$42K	Buy	1,062 +258	+32%	+$9.57K	0.01%	303
2018 Q4	$24K	Buy	+804	New	+$25.1K	0.01%	355
2018 Q3	–	Sell	-30,072	Closed	-$1.03M	–	119
2018 Q2	$1.03M	Hold	30,072	–	–	0.36%	37
2018 Q1	$910K	Sell	30,072 -102	-0.3%	-$2.83K	0.35%	41
2017 Q4	$729K	Buy	+30,174	New	+$734K	0.24%	48

Other funds holding PANW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

Berman Capital Advisors's PANW Position: Q3 2021 in Review

Berman Capital Advisors reduced its Palo Alto Networks (PANW) stake by 8.8% in Q3 2021, selling an estimated $28.2K and leaving 4,158 shares worth $331K. The position accounts for 0.05% of the portfolio, ranked #181.

Berman Capital Advisors first reported a position in PANW in Q4 2017 and has held it in 15 quarters since. The position peaked at $1.03M in Q2 2018. 1,089 funds tracked by Wall St. Rank hold PANW as of Q3 2021.

Berman Capital Advisors held 4,158 shares of Palo Alto Networks worth $331K as of Q3 2021.
Berman Capital Advisors sold 402 Palo Alto Networks shares in Q3 2021, an estimated $28.2K.
Palo Alto Networks made up 0.05% of Berman Capital Advisors's portfolio in Q3 2021, its #181 holding.
Berman Capital Advisors first reported a position in Palo Alto Networks in Q4 2017 and has held it in 15 quarters since.
Berman Capital Advisors's Palo Alto Networks position peaked at $1.03M in Q2 2018.
1,089 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.