Credential Qtrade Securities’s Palo Alto Networks PANW Stock Holding History

Credential Qtrade Securities’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 Q1	–	Sell	-4,176	Closed	-$388K	–	387
2021 Q4	$388K	Sell	4,176 -240	-5%	-$20.8K	0.03%	205
2021 Q3	$353K	Buy	+4,416	New	+$310K	0.03%	203
2021 Q2	–	Sell	-3,684	Closed	-$198K	–	398
2021 Q1	$198K	Buy	3,684 +330	+10%	+$19.6K	0.02%	224
2020 Q4	$199K	Sell	3,354 -186	-5%	-$8.69K	0.02%	204
2020 Q3	$144K	Sell	3,540 -90	-2%	-$3.74K	0.02%	207
2020 Q2	$139K	Sell	3,630 -234	-6%	-$8.24K	0.02%	193
2020 Q1	$106K	Buy	3,864 +306	+9%	+$10.7K	0.02%	181
2019 Q4	$137K	Buy	+3,558	New	+$135K	0.02%	181

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Credential Qtrade Securities's PANW Position: Q1 2022 in Review

Credential Qtrade Securities sold out of Palo Alto Networks (PANW) in Q1 2022, closing a stake of 4,176 shares — an estimated $388K sold.

Credential Qtrade Securities first reported a position in PANW in Q4 2019 and held it in 8 quarters. The position peaked at $388K in Q4 2021. 1,315 funds tracked by Wall St. Rank hold PANW as of Q1 2022.

Credential Qtrade Securities reported no remaining Palo Alto Networks position as of Q1 2022 after selling out during the quarter.
Credential Qtrade Securities sold 4,176 Palo Alto Networks shares in Q1 2022, an estimated $388K.
Credential Qtrade Securities first reported a position in Palo Alto Networks in Q4 2019 and held it in 8 quarters.
Credential Qtrade Securities's Palo Alto Networks position peaked at $388K in Q4 2021.
1,315 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2022.

Based on Credential Qtrade Securities's 13F filing for Q1 2022, filed 21 Jul 2025.