Edge Wealth Management’s Palo Alto Networks PANW Stock Holding History

Edge 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 Q1	–	Sell	-360	Closed	-$33K	–	349
2021 Q4	$33K	Hold	360	–	–	0.01%	208
2021 Q3	$29K	Buy	360 +60	+20%	+$4.21K	0.01%	228
2021 Q2	$19K	Hold	300	–	–	﹤0.01%	281
2021 Q1	$16K	Hold	300	–	–	﹤0.01%	286
2020 Q4	$18K	Hold	300	–	–	﹤0.01%	250
2020 Q3	$12K	Hold	300	–	–	﹤0.01%	312
2020 Q2	$11K	Hold	300	–	–	﹤0.01%	455
2020 Q1	$8K	Hold	300	–	–	﹤0.01%	417
2019 Q4	$12K	Buy	+300	New	+$11.3K	﹤0.01%	408
2017 Q4	–	Sell	-1,200	Closed	-$29K	–	561
2017 Q3	$29K	Hold	1,200	–	–	0.01%	267
2017 Q2	$27K	Hold	1,200	–	–	0.01%	272
2017 Q1	$23K	Buy	+1,200	New	+$26.8K	0.01%	278

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

Edge Wealth Management's PANW Position: Q1 2022 in Review

Edge Wealth Management sold out of Palo Alto Networks (PANW) in Q1 2022, closing a stake of 360 shares — an estimated $33K sold.

Edge Wealth Management first reported a position in PANW in Q1 2017 and held it in 12 quarters. The position peaked at $33K in Q4 2021. 1,315 funds tracked by Wall St. Rank hold PANW as of Q1 2022.

Edge Wealth Management reported no remaining Palo Alto Networks position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 360 Palo Alto Networks shares in Q1 2022, an estimated $33K.
Edge Wealth Management first reported a position in Palo Alto Networks in Q1 2017 and held it in 12 quarters.
Edge Wealth Management's Palo Alto Networks position peaked at $33K in Q4 2021.
1,315 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.