CWM
PANW icon

Cabot Wealth Management’s Palo Alto Networks PANW Stock Holding History

Cabot 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
2017
Q1 		– Sell
-58,746
Closed -$1.22M – 146
2016
Q4 		$1.22M Sell
58,746
-12,420
-17% -$298K 0.33% 81
2016
Q3 		$1.89M Buy
+71,166
New +$1.62M 0.49% 70
2013
Q4 		– Sell
-300,774
Closed -$2.3M – 157
2013
Q3 		$2.3M Buy
+300,774
New +$2.37M 0.69% 74

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cabot Wealth Management's PANW Position: Q1 2017 in Review

Cabot Wealth Management sold out of Palo Alto Networks (PANW) in Q1 2017, closing a stake of 58,746 shares — an estimated $1.22M sold.

Cabot Wealth Management first reported a position in PANW in Q3 2013 and held it in 3 quarters. The position peaked at $2.3M in Q3 2013. 555 funds tracked by Wall St. Rank hold PANW as of Q1 2017.

  • Cabot Wealth Management reported no remaining Palo Alto Networks position as of Q1 2017 after selling out during the quarter.
  • Cabot Wealth Management sold 58,746 Palo Alto Networks shares in Q1 2017, an estimated $1.22M.
  • Cabot Wealth Management first reported a position in Palo Alto Networks in Q3 2013 and held it in 3 quarters.
  • Cabot Wealth Management's Palo Alto Networks position peaked at $2.3M in Q3 2013.
  • 555 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2017.

Based on Cabot Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.