C-J Advisory’s Palo Alto Networks PANW Stock Holding History

C-J Advisory’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 Q4	–	Sell	-750	Closed	-$25K	–	120
2019 Q3	$25K	Hold	750	–	–	0.02%	78
2019 Q2	$25K	Hold	750	–	–	0.02%	75
2019 Q1	$30K	Hold	750	–	–	0.02%	76
2018 Q4	$24K	Hold	750	–	–	0.02%	68
2018 Q3	$28K	Sell	750 -390	-34%	-$14.2K	0.02%	67
2018 Q2	$39K	Hold	1,140	–	–	0.03%	53
2018 Q1	$34K	Hold	1,140	–	–	0.02%	59
2017 Q4	$28K	Hold	1,140	–	–	0.02%	61
2017 Q3	$27K	Hold	1,140	–	–	0.02%	62
2017 Q2	$25K	Hold	1,140	–	–	0.02%	62
2017 Q1	$21K	Buy	1,140 +210	+23%	+$4.7K	0.02%	75
2016 Q4	$19K	Hold	930	–	–	0.02%	80
2016 Q3	$25K	Buy	+930	New	+$21.2K	0.02%	59

Other funds holding PANW

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

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

BlackRock New York $6.73T AUM 46.02% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

C-J Advisory's PANW Position: Q4 2019 in Review

C-J Advisory sold out of Palo Alto Networks (PANW) in Q4 2019, closing a stake of 750 shares — an estimated $25K sold.

C-J Advisory first reported a position in PANW in Q3 2016 and held it in 13 quarters. The position peaked at $39K in Q2 2018. 810 funds tracked by Wall St. Rank hold PANW as of Q4 2019.

C-J Advisory reported no remaining Palo Alto Networks position as of Q4 2019 after selling out during the quarter.
C-J Advisory sold 750 Palo Alto Networks shares in Q4 2019, an estimated $25K.
C-J Advisory first reported a position in Palo Alto Networks in Q3 2016 and held it in 13 quarters.
C-J Advisory's Palo Alto Networks position peaked at $39K in Q2 2018.
810 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2019.

Based on C-J Advisory's 13F filing for Q4 2019, filed 10 Feb 2020.