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FMA Advisory’s Palo Alto Networks PANW Stock Holding History

FMA Advisory’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
2021
Q3 		$5.45M Sell
68,292
-1,200
-2% -$84.3K 2.03% 11
2021
Q2 		$4.3M Buy
69,492
+3,012
+5% +$178K 1.6% 17
2021
Q1 		$3.57M Sell
66,480
-840
-1% -$49.9K 1.1% 25
2020
Q4 		$3.99M Buy
67,320
+330
+0.5% +$15.4K 1.33% 20
2020
Q3 		$2.73M Buy
66,990
+1,890
+3% +$78.6K 1.09% 27
2020
Q2 		$2.49M Buy
65,100
+3,360
+5% +$118K 1.12% 32
2020
Q1 		$1.69M Sell
61,740
-1,380
-2% -$48.2K 0.92% 40
2019
Q4 		$2.43M Buy
63,120
+150
+0.2% +$5.67K 0.98% 34
2019
Q3 		$2.14M Sell
62,970
-1,800
-3% -$63.7K 0.93% 39
2019
Q2 		$2.2M Sell
64,770
-120
-0.2% -$4.49K 0.98% 37
2019
Q1 		$2.63M Sell
64,890
-900
-1% -$33.4K 1.2% 25
2018
Q4 		$2.06M Buy
65,790
+390
+0.6% +$12.2K 1.07% 30
2018
Q3 		$2.46M Sell
65,400
-1,050
-2% -$38.2K 1.1% 29
2018
Q2 		$2.28M Buy
66,450
+1,050
+2% +$35K 1.07% 28
2018
Q1 		$1.98M Buy
65,400
+600
+0.9% +$16.7K 0.96% 35
2017
Q4 		$1.56M Buy
64,800
+5,100
+9% +$124K 0.74% 50
2017
Q3 		$1.43M Hold
59,700
– – 0.84% 44
2017
Q2 		$1.33K Buy
+59,700
New +$1.21M 0.68% 41

Other funds holding PANW

Vanguard Group
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

FMA Advisory's PANW Position: Q3 2021 in Review

FMA Advisory reduced its Palo Alto Networks (PANW) stake by 1.7% in Q3 2021, selling an estimated $84.3K and leaving 68,292 shares worth $5.45M. The position accounts for 2.03% of the portfolio, ranked #11.

FMA Advisory first reported a position in PANW in Q2 2017 and has held it in 18 quarters since. 1,088 funds tracked by Wall St. Rank hold PANW as of Q3 2021.

  • FMA Advisory held 68,292 shares of Palo Alto Networks worth $5.45M as of Q3 2021.
  • FMA Advisory sold 1,200 Palo Alto Networks shares in Q3 2021, an estimated $84.3K.
  • Palo Alto Networks made up 2.03% of FMA Advisory's portfolio in Q3 2021, its #11 holding.
  • FMA Advisory first reported a position in Palo Alto Networks in Q2 2017 and has held it in 18 quarters since.
  • 1,088 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2021.

Based on FMA Advisory's 13F filing for Q3 2021, filed 15 Nov 2021.