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

Frontier 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 Q2	$3.82M	Buy	46,368 +13,734	+42%	+$1.22M	0.28%	80
2022 Q1	$3.33M	Buy	32,634 +5,040	+18%	+$451K	0.04%	86
2021 Q4	$2.56M	Buy	27,594 +1,632	+6%	+$141K	0.17%	102
2021 Q3	$2.07M	Buy	25,962 +1,392	+6%	+$97.8K	0.14%	116
2021 Q2	$1.52M	Buy	24,570 +2,400	+11%	+$142K	0.11%	142
2021 Q1	$1.19M	Sell	22,170 -600	-3%	-$35.7K	0.09%	148
2020 Q4	$1.35M	Hold	22,770	–	–	0.11%	138
2020 Q3	$929K	Buy	22,770 +150	+0.7%	+$6.24K	0.09%	158
2020 Q2	$866K	Hold	22,620	–	–	0.08%	156
2020 Q1	$618K	Buy	22,620 +14,700	+186%	+$513K	0.1%	160
2019 Q4	$305K	Sell	7,920 -16,200	-67%	-$613K	0.05%	231
2019 Q3	$819K	Sell	24,120 -600	-2%	-$21.2K	0.12%	139
2019 Q2	$839K	Sell	24,720 -300	-1%	-$11.2K	0.12%	135
2019 Q1	$1.01M	Sell	25,020 -1,800	-7%	-$66.8K	0.14%	150
2018 Q4	$842K	Buy	26,820 +600	+2%	+$18.7K	0.13%	157
2018 Q3	$984K	Hold	26,220	–	–	0.09%	154
2018 Q2	$898K	Sell	26,220 -9,078	-26%	-$303K	0.13%	153
2018 Q1	$1.07M	Sell	35,298 -81,150	-70%	-$2.25M	0.15%	145
2017 Q4	$2.81M	Sell	116,448 -19,650	-14%	-$478K	0.45%	50
2017 Q3	$3.27M	Buy	136,098 +2,670	+2%	+$60.8K	0.47%	53
2017 Q2	$2.98M	Buy	133,428 +2,220	+2%	+$44.8K	0.46%	59
2017 Q1	$2.46M	Buy	131,208 +18,330	+16%	+$410K	0.38%	69
2016 Q4	$2.35M	Buy	112,878 +21,270	+23%	+$510K	0.38%	73
2016 Q3	$2.43M	Sell	91,608 -3,000	-3%	-$68.4K	0.37%	74
2016 Q2	$1.93M	Buy	94,608 +3,750	+4%	+$86.9K	0.31%	86
2016 Q1	$2.47M	Buy	90,858 +6,654	+8%	+$164K	0.21%	68
2015 Q4	$2.47M	Sell	84,204 -678	-0.8%	-$19.6K	0.4%	71
2015 Q3	$2.43M	Buy	84,882 +11,700	+16%	+$345K	0.38%	66
2015 Q2	$2.13M	Buy	+73,182	New	+$1.95M	0.33%	72

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Frontier Wealth Management's PANW Position: Q2 2022 in Review

Frontier Wealth Management increased its Palo Alto Networks (PANW) stake by 42% in Q2 2022, buying an estimated $1.22M and bringing the position to 46,368 shares worth $3.82M. The position accounts for 0.28% of the portfolio, ranked #80.

Frontier Wealth Management first reported a position in PANW in Q2 2015 and has held it in 29 quarters since. 1,328 funds tracked by Wall St. Rank hold PANW as of Q2 2022.

Frontier Wealth Management held 46,368 shares of Palo Alto Networks worth $3.82M as of Q2 2022.
Frontier Wealth Management bought 13,734 Palo Alto Networks shares in Q2 2022, an estimated $1.22M.
Palo Alto Networks made up 0.28% of Frontier Wealth Management's portfolio in Q2 2022, its #80 holding.
Frontier Wealth Management first reported a position in Palo Alto Networks in Q2 2015 and has held it in 29 quarters since.
1,328 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.