EWP
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Engrave Wealth Partners’s Palo Alto Networks PANW Stock Holding History

Engrave Wealth Partners’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
2020
Q3 		– Sell
-738
Closed -$28K – 317
2020
Q2 		$28K Buy
738
+192
+35% +$6.76K 0.02% 154
2020
Q1 		$14K Sell
546
-588
-52% -$20.5K 0.02% 183
2019
Q4 		$43K Buy
+1,134
New +$42.9K 0.04% 140

Other funds holding PANW

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Engrave Wealth Partners's PANW Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Palo Alto Networks (PANW) in Q3 2020, closing a stake of 738 shares — an estimated $28K sold.

Engrave Wealth Partners first reported a position in PANW in Q4 2019 and held it in 3 quarters. The position peaked at $43K in Q4 2019. 821 funds tracked by Wall St. Rank hold PANW as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Palo Alto Networks position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 738 Palo Alto Networks shares in Q3 2020, an estimated $28K.
  • Engrave Wealth Partners first reported a position in Palo Alto Networks in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Palo Alto Networks position peaked at $43K in Q4 2019.
  • 821 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.