CWM
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Cedar Wealth Management’s Palo Alto Networks PANW Stock Holding History

Cedar 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
2022
Q3 		– Sell
-378
Closed -$31K – 343
2022
Q2 		$31K Hold
378
– – 0.01% 197
2022
Q1 		$39K Buy
378
+168
+80% +$15K 0.02% 199
2021
Q4 		$19K Hold
210
– – 0.01% 249
2021
Q3 		$17K Hold
210
– – 0.01% 211
2021
Q2 		$13K Buy
+210
New +$12.4K 0.01% 224
2018
Q4 		– Sell
-300
Closed -$11K – 172
2018
Q3 		$11K Hold
300
– – 0.01% 125
2018
Q2 		$10K Hold
300
– – 0.01% 124
2018
Q1 		$9K Buy
+300
New +$8.34K 0.01% 108

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return