Element Pointe Advisors’s Palo Alto Networks PANW Stock Holding History

Element Pointe 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
2022 Q1	–	Sell	-14,196	Closed	-$1.32M	–	103
2021 Q4	$1.32M	Buy	14,196 +8,076	+132%	+$699K	0.41%	41
2021 Q3	$489K	Sell	6,120 -432	-7%	-$30.4K	0.17%	75
2021 Q2	$428K	Buy	+6,552	New	+$388K	0.13%	89

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

Element Pointe Advisors's PANW Position: Q1 2022 in Review

Element Pointe Advisors sold out of Palo Alto Networks (PANW) in Q1 2022, closing a stake of 14,196 shares — an estimated $1.32M sold.

Element Pointe Advisors first reported a position in PANW in Q2 2021 and held it in 3 quarters. The position peaked at $1.32M in Q4 2021. 1,315 funds tracked by Wall St. Rank hold PANW as of Q1 2022.

Element Pointe Advisors reported no remaining Palo Alto Networks position as of Q1 2022 after selling out during the quarter.
Element Pointe Advisors sold 14,196 Palo Alto Networks shares in Q1 2022, an estimated $1.32M.
Element Pointe Advisors first reported a position in Palo Alto Networks in Q2 2021 and held it in 3 quarters.
Element Pointe Advisors's Palo Alto Networks position peaked at $1.32M in Q4 2021.
1,315 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2022.

Based on Element Pointe Advisors's 13F filing for Q1 2022, filed 11 May 2022.