Cypress Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Cypress Wealth Advisors’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 Q1	$583K	Hold	14,394	–	–	0.67%	47
2018 Q4	$452K	Hold	14,394	–	–	0.62%	46
2018 Q3	$540K	Hold	14,394	–	–	0.57%	52
2018 Q2	$493K	Sell	14,394 -426	-3%	-$14.2K	0.53%	54
2018 Q1	$448K	Hold	14,820	–	–	0.49%	56
2017 Q4	$358K	Buy	14,820 +426	+3%	+$10.4K	0.34%	62
2017 Q3	$346K	Sell	14,394 -4,530	-24%	-$103K	0.56%	41
2017 Q2	$422K	Buy	18,924 +678	+4%	+$13.7K	0.49%	49
2017 Q1	$343K	Hold	18,246	–	–	0.16%	123
2016 Q4	$380K	Hold	18,246	–	–	0.17%	115
2016 Q3	$485K	Hold	18,246	–	–	0.22%	99
2016 Q2	$373K	Hold	18,246	–	–	0.18%	110
2016 Q1	$496K	Hold	18,246	–	–	0.23%	95
2015 Q4	$536K	Hold	18,246	–	–	0.27%	83
2015 Q3	$523K	Hold	18,246	–	–	0.28%	83
2015 Q2	$531K	Buy	+18,246	New	+$487K	0.31%	81

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

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

Cypress Wealth Advisors's PANW Position: Q1 2019 in Review

Cypress Wealth Advisors held its Palo Alto Networks (PANW) position steady in Q1 2019 at 14,394 shares worth $583K. The position accounts for 0.67% of the portfolio, ranked #47.

Cypress Wealth Advisors first reported a position in PANW in Q2 2015 and has held it in 16 quarters since. 821 funds tracked by Wall St. Rank hold PANW as of Q1 2019.

Cypress Wealth Advisors held 14,394 shares of Palo Alto Networks worth $583K as of Q1 2019.
Cypress Wealth Advisors left its Palo Alto Networks share count unchanged in Q1 2019.
Palo Alto Networks made up 0.67% of Cypress Wealth Advisors's portfolio in Q1 2019, its #47 holding.
Cypress Wealth Advisors first reported a position in Palo Alto Networks in Q2 2015 and has held it in 16 quarters since.
821 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.