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 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

UBS AM Chicago, Illinois $550B AUM 43.33% 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

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

Cavalier Investments's PANW Position: Q3 2019 in Review

Cavalier Investments sold out of Palo Alto Networks (PANW) in Q3 2019, closing a stake of 12,000 shares — an estimated $408K sold.

Cavalier Investments first reported a position in PANW in Q4 2015 and held it in 6 quarters. The position peaked at $2.59M in Q1 2016. 745 funds tracked by Wall St. Rank hold PANW as of Q3 2019.

Cavalier Investments reported no remaining Palo Alto Networks position as of Q3 2019 after selling out during the quarter.
Cavalier Investments sold 12,000 Palo Alto Networks shares in Q3 2019, an estimated $408K.
Cavalier Investments first reported a position in Palo Alto Networks in Q4 2015 and held it in 6 quarters.
Cavalier Investments's Palo Alto Networks position peaked at $2.59M in Q1 2016.
745 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2019.

Based on Cavalier Investments's 13F filing for Q3 2019, filed 6 Nov 2019.