Boardman Bay Capital Management’s Palo Alto Networks PANW Stock Holding History

Boardman Bay Capital 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
2021 Q4	–	Sell	-14,280	Closed	-$1.14M	–	44
2021 Q3	$1.14M	Sell	14,280 -4,032	-22%	-$283K	2%	18
2021 Q2	$1.13M	Sell	18,312 -41,688	-69%	-$2.47M	1.78%	23
2021 Q1	$100K	Hold	60,000	–	–	0.15%	45
2020 Q4	$3.55M	Buy	60,000 +39,870	+198%	+$1.86M	3.25%	6
2020 Q3	$821K	Buy	+20,130	New	+$837K	0.84%	36
2020 Q1	–	Sell	-12,000	Closed	-$463K	–	66
2019 Q4	$463K	Sell	12,000 -48,000	-80%	-$1.82M	0.74%	38
2019 Q3	$2.04M	Buy	60,000 +15,000	+33%	+$531K	2.14%	15
2019 Q2	$1.53M	Buy	45,000 +15,000	+50%	+$561K	2.49%	18
2019 Q1	$1.21M	Sell	30,000 -30,000	-50%	-$1.11M	2.35%	15
2018 Q4	$1.88M	Sell	60,000 -13,338	-18%	-$416K	3.87%	9
2018 Q3	$2.75M	Buy	73,338 +29,754	+68%	+$1.08M	4.03%	7
2018 Q2	$1.49M	Sell	43,584 -90,486	-67%	-$3.02M	2.23%	17
2018 Q1	$4.06M	Buy	134,070 +92,946	+226%	+$2.58M	3.44%	9
2017 Q4	$993K	Sell	41,124 -73,638	-64%	-$1.79M	1.41%	25
2017 Q3	$2.76M	Buy	114,762 +25,980	+29%	+$592K	2.77%	13
2017 Q2	$1.98M	Buy	+88,782	New	+$1.79M	2%	15
2016 Q4	–	Sell	-36,726	Closed	-$975K	–	61
2016 Q3	$975K	Sell	36,726 -98,370	-73%	-$2.24M	1.76%	21
2016 Q2	$2.76M	Buy	135,096 +97,314	+258%	+$2.25M	4.63%	5
2016 Q1	$1.03M	Buy	+37,782	New	+$929K	0.93%	29

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Boardman Bay Capital Management's PANW Position: Q4 2021 in Review

Boardman Bay Capital Management sold out of Palo Alto Networks (PANW) in Q4 2021, closing a stake of 14,280 shares — an estimated $1.14M sold.

Boardman Bay Capital Management first reported a position in PANW in Q1 2016 and held it in 19 quarters. The position peaked at $4.06M in Q1 2018. 1,224 funds tracked by Wall St. Rank hold PANW as of Q4 2021.

Boardman Bay Capital Management reported no remaining Palo Alto Networks position as of Q4 2021 after selling out during the quarter.
Boardman Bay Capital Management sold 14,280 Palo Alto Networks shares in Q4 2021, an estimated $1.14M.
Boardman Bay Capital Management first reported a position in Palo Alto Networks in Q1 2016 and held it in 19 quarters.
Boardman Bay Capital Management's Palo Alto Networks position peaked at $4.06M in Q1 2018.
1,224 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2021.

Based on Boardman Bay Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.