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Burt Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Burt Wealth 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
2021
Q1 		– Sell
-54
Closed -$3K – 277
2020
Q4 		$3K Hold
54
– – ﹤0.01% 332
2020
Q3 		$2K Hold
54
– – ﹤0.01% 355
2020
Q2 		$2K Buy
+54
New +$1.9K ﹤0.01% 343
2015
Q4 		– Sell
-600
Closed -$17K – 539
2015
Q3 		$17K Buy
+600
New +$17.7K 0.02% 199

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Burt Wealth Advisors's PANW Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Palo Alto Networks (PANW) in Q1 2021, closing a stake of 54 shares — an estimated $3K sold.

Burt Wealth Advisors first reported a position in PANW in Q3 2015 and held it in 4 quarters. The position peaked at $17K in Q3 2015. 964 funds tracked by Wall St. Rank hold PANW as of Q1 2021.

  • Burt Wealth Advisors reported no remaining Palo Alto Networks position as of Q1 2021 after selling out during the quarter.
  • Burt Wealth Advisors sold 54 Palo Alto Networks shares in Q1 2021, an estimated $3K.
  • Burt Wealth Advisors first reported a position in Palo Alto Networks in Q3 2015 and held it in 4 quarters.
  • Burt Wealth Advisors's Palo Alto Networks position peaked at $17K in Q3 2015.
  • 964 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.