Broadview Advisors’s Palo Alto Networks PANW Stock Holding History

Broadview 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 Q2	–	Sell	-9,600	Closed	-$389K	–	85
2019 Q1	$389K	Hold	9,600	–	–	0.11%	80
2018 Q4	$301K	Buy	9,600 +600	+7%	+$18.7K	0.09%	78
2018 Q3	$338K	Hold	9,000	–	–	0.06%	87
2018 Q2	$308K	Hold	9,000	–	–	0.05%	90
2018 Q1	$272K	Sell	9,000 -2,700	-23%	-$75K	0.04%	86
2017 Q4	$283K	Hold	11,700	–	–	0.04%	98
2017 Q3	$281K	Buy	11,700 +2,100	+22%	+$47.8K	0.04%	100
2017 Q2	$214K	Buy	+9,600	New	+$194K	0.03%	94

Other funds holding PANW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Broadview Advisors's PANW Position: Q2 2019 in Review

Broadview Advisors sold out of Palo Alto Networks (PANW) in Q2 2019, closing a stake of 9,600 shares — an estimated $389K sold.

Broadview Advisors first reported a position in PANW in Q2 2017 and held it in 8 quarters. The position peaked at $389K in Q1 2019. 766 funds tracked by Wall St. Rank hold PANW as of Q2 2019.

Broadview Advisors reported no remaining Palo Alto Networks position as of Q2 2019 after selling out during the quarter.
Broadview Advisors sold 9,600 Palo Alto Networks shares in Q2 2019, an estimated $389K.
Broadview Advisors first reported a position in Palo Alto Networks in Q2 2017 and held it in 8 quarters.
Broadview Advisors's Palo Alto Networks position peaked at $389K in Q1 2019.
766 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2019.

Based on Broadview Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.