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Garrett Wealth Advisory Group’s Palo Alto Networks PANW Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-300
Closed -$10.2K – 476
2019
Q3 		$10.2K Buy
+300
New +$10.6K 0.01% 270

Other funds holding PANW

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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Garrett Wealth Advisory Group's PANW Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Palo Alto Networks (PANW) in Q4 2019, closing a stake of 300 shares — an estimated $10.2K sold.

Garrett Wealth Advisory Group first reported a position in PANW in Q3 2019 and held it in 1 quarter. The position peaked at $10.2K in Q3 2019. 809 funds tracked by Wall St. Rank hold PANW as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Palo Alto Networks position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 300 Palo Alto Networks shares in Q4 2019, an estimated $10.2K.
  • Garrett Wealth Advisory Group first reported a position in Palo Alto Networks in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Palo Alto Networks position peaked at $10.2K in Q3 2019.
  • 809 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.