CI
PANW icon

Cavalier Investments’s Palo Alto Networks PANW Stock Holding History

Cavalier Investments’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
Q3 		– Sell
-12,000
Closed -$408K – 131
2019
Q2 		$408K Hold
12,000
– – 0.17% 90
2019
Q1 		$486K Hold
12,000
– – 0.2% 94
2018
Q4 		$377K Hold
12,000
– – 0.12% 126
2018
Q3 		$451K Buy
+12,000
New +$437K 0.13% 131
2016
Q2 		– Sell
-95,400
Closed -$2.59M – 133
2016
Q1 		$2.59M Buy
95,400
+47,400
+99% +$1.17M 1.49% 9
2015
Q4 		$1.41M Buy
+48,000
New +$1.39M 0.84% 22

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return