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CAM
Columbia Asset Management’s
Palo Alto Networks
PANW
Stock Holding History
Columbia Asset Management’s Portfolio
PANW Stock Details
PANW Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q2
–
Sell
-4,002
Closed
-$162K
–
199
2019
Q1
$162K
Sell
4,002
-2,898
-42%
-$107K
0.04%
180
2018
Q4
$217K
Hold
6,900
–
–
0.07%
149
2018
Q3
$259K
Hold
6,900
–
–
0.07%
154
2018
Q2
$236K
Hold
6,900
–
–
0.07%
158
2018
Q1
$209K
Buy
+6,900
New
+$192K
0.06%
174
2017
Q1
–
Sell
-7,800
Closed
-$163K
–
198
2016
Q4
$163K
Hold
7,800
–
–
0.06%
178
2016
Q3
$207K
Buy
+7,800
New
+$178K
0.07%
172
2016
Q2
–
Sell
-9,450
Closed
-$256K
–
183
2016
Q1
$256K
Hold
9,450
–
–
0.09%
149
2015
Q4
$277K
Hold
9,450
–
–
0.11%
142
2015
Q3
$271K
Hold
9,450
–
–
0.11%
147
2015
Q2
$275K
Hold
9,450
–
–
0.1%
162
2015
Q1
$230K
Buy
+9,450
New
+$212K
0.09%
173
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1-Year Est. Return
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1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
JP Morgan Chase
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$1.47T AUM
27.86%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
UBS AM
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$481B AUM
26.39%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Canada Pension Plan Investment Board
Toronto Ontario, Ontario, Canada
$155B AUM
29.93%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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