Brewin Dolphin Wealth Management’s Palo Alto Networks PANW Stock Holding History

Brewin Dolphin Wealth 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	$9K	Hold	108	–	–	﹤0.01%	290
2022 Q1	$11K	Sell	108 -702	-87%	-$62.8K	﹤0.01%	284
2021 Q4	$75K	Hold	810	–	–	0.01%	172
2021 Q3	$64.7K	Buy	810 +702	+650%	+$49.3K	0.01%	178
2021 Q2	$6.68K	Hold	108	–	–	﹤0.01%	304
2021 Q1	$5.8K	Hold	108	–	–	﹤0.01%	297
2020 Q4	$6.4K	Hold	108	–	–	﹤0.01%	257
2020 Q3	$4.41K	Hold	108	–	–	﹤0.01%	266
2020 Q2	$4.13K	Buy	+108	New	+$3.81K	﹤0.01%	271
2020 Q1	–	Sell	-390	Closed	-$15K	–	206
2019 Q4	$15K	Hold	390	–	–	0.01%	164
2019 Q3	$13.2K	Hold	390	–	–	0.01%	163
2019 Q2	$13.2K	Hold	390	–	–	0.01%	171
2019 Q1	$15.8K	Hold	390	–	–	0.01%	163
2018 Q4	$12.2K	Hold	390	–	–	0.01%	161
2018 Q3	$14.6K	Hold	390	–	–	0.01%	166
2018 Q2	$13.4K	Hold	390	–	–	0.01%	167
2018 Q1	$11.8K	Hold	390	–	–	0.01%	156
2017 Q4	$9.42K	Hold	390	–	–	0.01%	151
2017 Q3	$9.37K	Buy	+390	New	+$8.88K	0.01%	141

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

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

Brewin Dolphin Wealth Management's PANW Position: Q2 2022 in Review

Brewin Dolphin Wealth Management held its Palo Alto Networks (PANW) position steady in Q2 2022 at 108 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

Brewin Dolphin Wealth Management first reported a position in PANW in Q3 2017 and has held it in 19 quarters since. The position peaked at $75K in Q4 2021. 1,328 funds tracked by Wall St. Rank hold PANW as of Q2 2022.

Brewin Dolphin Wealth Management held 108 shares of Palo Alto Networks worth $9K as of Q2 2022.
Brewin Dolphin Wealth Management left its Palo Alto Networks share count unchanged in Q2 2022.
Palo Alto Networks made up ﹤0.01% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #290 holding.
Brewin Dolphin Wealth Management first reported a position in Palo Alto Networks in Q3 2017 and has held it in 19 quarters since.
Brewin Dolphin Wealth Management's Palo Alto Networks position peaked at $75K in Q4 2021.
1,328 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.