First Allied Advisory Services’s Palo Alto Networks PANW Stock Holding History

First Allied Advisory Services’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	$559K	Buy	13,710 +420	+3%	+$17.5K	0.02%	655
2020 Q2	$509K	Sell	13,290 -15,330	-54%	-$540K	0.02%	648
2020 Q1	$782K	Buy	28,620 +774	+3%	+$27K	0.03%	461
2019 Q4	$1.06M	Buy	27,846 +4,482	+19%	+$170K	0.04%	456
2019 Q3	$787K	Buy	23,364 +4,674	+25%	+$165K	0.03%	534
2019 Q2	$635K	Buy	18,690 +2,430	+15%	+$90.9K	0.02%	603
2019 Q1	$657K	Buy	16,260 +2,352	+17%	+$87.2K	0.02%	586
2018 Q4	$437K	Buy	13,908 +864	+7%	+$26.9K	0.02%	651
2018 Q3	$492K	Buy	13,044 +480	+4%	+$17.5K	0.02%	729
2018 Q2	$432K	Buy	12,564 +816	+7%	+$27.2K	0.02%	722
2018 Q1	$355K	Buy	11,748 +390	+3%	+$10.8K	0.01%	798
2017 Q4	$268K	Buy	11,358 +144	+1%	+$3.5K	0.01%	925
2017 Q3	$266K	Sell	11,214 -888	-7%	-$20.2K	0.01%	868
2017 Q2	$267K	Sell	12,102 -3,132	-21%	-$63.3K	0.01%	900
2017 Q1	$289K	Buy	15,234 +2,292	+18%	+$51.2K	0.01%	801
2016 Q4	$270K	Buy	+12,942	New	+$310K	0.01%	836
2016 Q2	–	Sell	-7,980	Closed	-$213K	–	1075
2016 Q1	$213K	Sell	7,980 -1,446	-15%	-$35.6K	0.01%	879
2015 Q4	$278K	Buy	9,426 +1,422	+18%	+$41K	0.01%	816
2015 Q3	$227K	Buy	+8,004	New	+$236K	0.01%	856
2014 Q3	–	Sell	-29,880	Closed	-$416K	–	1082
2014 Q2	$416K	Buy	+29,880	New	+$349K	0.03%	593

Other funds holding PANW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

First Allied Advisory Services's PANW Position: Q3 2020 in Review

First Allied Advisory Services increased its Palo Alto Networks (PANW) stake by 3.2% in Q3 2020, buying an estimated $17.5K and bringing the position to 13,710 shares worth $559K. The position accounts for 0.02% of the portfolio, ranked #655.

First Allied Advisory Services first reported a position in PANW in Q2 2014 and has held it in 20 quarters since. The position peaked at $1.06M in Q4 2019. 821 funds tracked by Wall St. Rank hold PANW as of Q3 2020.

First Allied Advisory Services held 13,710 shares of Palo Alto Networks worth $559K as of Q3 2020.
First Allied Advisory Services bought 420 Palo Alto Networks shares in Q3 2020, an estimated $17.5K.
Palo Alto Networks made up 0.02% of First Allied Advisory Services's portfolio in Q3 2020, its #655 holding.
First Allied Advisory Services first reported a position in Palo Alto Networks in Q2 2014 and has held it in 20 quarters since.
First Allied Advisory Services's Palo Alto Networks position peaked at $1.06M in Q4 2019.
821 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.