BP’s Palo Alto Networks PANW Stock Holding History

BP’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	–	Sell	-14,832	Closed	-$917K	–	384
2021 Q2	$917K	Sell	14,832 -5,652	-28%	-$335K	0.04%	262
2021 Q1	$1.1M	Sell	20,484 -6,702	-25%	-$398K	0.04%	274
2020 Q4	$1.61M	Sell	27,186 -26,214	-49%	-$1.22M	0.05%	213
2020 Q3	$2.18M	Sell	53,400 -4,200	-7%	-$175K	0.05%	274
2020 Q2	$2.2M	Hold	57,600	–	–	0.08%	264
2020 Q1	$1.57M	Buy	+57,600	New	+$2.01M	0.07%	278
2019 Q3	–	Sell	-54,000	Closed	-$1.83M	–	544
2019 Q2	$1.83M	Sell	54,000 -12,000	-18%	-$449K	0.07%	307
2019 Q1	$2.67M	Hold	66,000	–	–	0.1%	222
2018 Q4	$2.07M	Hold	66,000	–	–	0.09%	243
2018 Q3	$2.48M	Hold	66,000	–	–	0.08%	278
2018 Q2	$2.26M	Hold	66,000	–	–	0.07%	288
2018 Q1	$2M	Hold	66,000	–	–	0.07%	302
2017 Q4	$1.59M	Sell	66,000 -108,000	-62%	-$2.63M	0.06%	342
2017 Q3	$4.18M	Hold	174,000	–	–	0.15%	181
2017 Q2	$3.88M	Buy	174,000 +108,000	+164%	+$2.18M	0.14%	194
2017 Q1	$1.24M	Hold	66,000	–	–	0.05%	359
2016 Q4	$1.38M	Hold	66,000	–	–	0.05%	358
2016 Q3	$1.75M	Buy	+66,000	New	+$1.5M	0.07%	306

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

Fidelity Investments

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 $761B AUM 31.28% 1-Year Est. Return

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

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

Altshuler Shaham Tel Aviv, Israel $5.43B AUM 44.68% 1-Year Est. Return