BKS Advisors’s Palo Alto Networks PANW Stock Holding History

BKS 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
2019 Q1	$1.57M	Buy	38,802 +6,042	+18%	+$224K	0.63%	45
2018 Q4	$1.03M	Sell	32,760 -3,390	-9%	-$106K	0.47%	56
2018 Q3	$1.36M	Hold	36,150	–	–	0.5%	54
2018 Q2	$1.24M	Sell	36,150 -9,000	-20%	-$300K	0.44%	60
2018 Q1	$1.37M	Hold	45,150	–	–	0.5%	57
2017 Q4	$1.09M	Sell	45,150 -6,000	-12%	-$146K	0.4%	70
2017 Q3	$1.23M	Hold	51,150	–	–	0.48%	60
2017 Q2	$1.14M	Hold	51,150	–	–	0.46%	63
2017 Q1	$961K	Sell	51,150 -9,600	-16%	-$215K	0.42%	70
2016 Q4	$1.27M	Buy	60,750 +14,250	+31%	+$341K	0.59%	57
2016 Q3	$1.24M	Sell	46,500 -21,450	-32%	-$489K	0.57%	55
2016 Q2	$1.39M	Sell	67,950 -1,650	-2%	-$38.2K	0.71%	48
2016 Q1	$1.89M	Sell	69,600 -11,400	-14%	-$280K	0.99%	31
2015 Q4	$2.38M	Sell	81,000 -168,390	-68%	-$4.86M	1.22%	27
2015 Q3	$7.15M	Sell	249,390 -3,690	-1%	-$109K	3.97%	2
2015 Q2	$7.37M	Sell	253,080 -126,600	-33%	-$3.38M	3.52%	2
2015 Q1	$9.24M	Buy	+379,680	New	+$8.5M	4.39%	1

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

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

BKS Advisors's PANW Position: Q1 2019 in Review

BKS Advisors increased its Palo Alto Networks (PANW) stake by 18% in Q1 2019, buying an estimated $224K and bringing the position to 38,802 shares worth $1.57M. The position accounts for 0.63% of the portfolio, ranked #45.

BKS Advisors first reported a position in PANW in Q1 2015 and has held it in 17 quarters since. The position peaked at $9.24M in Q1 2015. 821 funds tracked by Wall St. Rank hold PANW as of Q1 2019.

BKS Advisors held 38,802 shares of Palo Alto Networks worth $1.57M as of Q1 2019.
BKS Advisors bought 6,042 Palo Alto Networks shares in Q1 2019, an estimated $224K.
Palo Alto Networks made up 0.63% of BKS Advisors's portfolio in Q1 2019, its #45 holding.
BKS Advisors first reported a position in Palo Alto Networks in Q1 2015 and has held it in 17 quarters since.
BKS Advisors's Palo Alto Networks position peaked at $9.24M in Q1 2015.
821 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2019.

Based on BKS Advisors's 13F filing for Q1 2019, filed 16 Apr 2019.