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

Catamount 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
2019 Q1	$5.5M	Buy	+135,960	New	+$5.04M	3.13%	9
2016 Q2	–	Sell	-77,850	Closed	-$2.12M	–	142
2016 Q1	$2.12M	Buy	+77,850	New	+$1.91M	2.45%	13
2015 Q4	–	Sell	-450	Closed	-$13K	–	138
2015 Q3	$13K	Sell	450 -139,830	-100%	-$4.13M	0.01%	89
2015 Q2	$4.08M	Sell	140,280 -13,740	-9%	-$367K	3.16%	12
2015 Q1	$3.75M	Buy	154,020 +39,570	+35%	+$886K	3.09%	9
2014 Q4	$2.34M	Buy	+114,450	New	+$2.11M	2.23%	17

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Catamount Wealth Management's PANW Position: Q1 2019 in Review

Catamount Wealth Management opened a new position in Palo Alto Networks (PANW) in Q1 2019: 135,960 shares worth $5.5M. The stake represents 3.13% of the portfolio and ranks #9 among its holdings. This is a return to the name: Catamount Wealth Management previously reported a position in PANW as recently as Q1 2016.

Catamount Wealth Management first reported a position in PANW in Q4 2014 and has held it in 6 quarters since. 821 funds tracked by Wall St. Rank hold PANW as of Q1 2019.

Catamount Wealth Management held 135,960 shares of Palo Alto Networks worth $5.5M as of Q1 2019.
Palo Alto Networks was a new Catamount Wealth Management position in Q1 2019.
Palo Alto Networks made up 3.13% of Catamount Wealth Management's portfolio in Q1 2019, its #9 holding.
Catamount Wealth Management first reported a position in Palo Alto Networks in Q4 2014 and has held it in 6 quarters since.
821 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.