Gideon Capital Advisors’s Palo Alto Networks PANW Stock Holding History

Gideon Capital Advisors’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 Q1	–	Sell	-50,328	Closed	-$1.94M	–	154
2019 Q4	$1.94M	Buy	+50,328	New	+$1.9M	0.67%	48
2019 Q2	–	Sell	-21,354	Closed	-$864K	–	388
2019 Q1	$864K	Buy	+21,354	New	+$792K	0.31%	84
2018 Q4	–	Sell	-128,310	Closed	-$4.82M	–	472
2018 Q3	$4.82M	Buy	128,310 +113,964	+794%	+$4.15M	2.27%	1
2018 Q2	$491K	Buy	14,346 +4,740	+49%	+$158K	0.25%	141
2018 Q1	$291K	Buy	+9,606	New	+$267K	0.18%	248
2016 Q3	–	Sell	-24,492	Closed	-$501K	–	255
2016 Q2	$501K	Buy	+24,492	New	+$567K	0.29%	101

Other funds holding PANW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Gideon Capital Advisors's PANW Position: Q1 2020 in Review

Gideon Capital Advisors sold out of Palo Alto Networks (PANW) in Q1 2020, closing a stake of 50,328 shares — an estimated $1.94M sold.

Gideon Capital Advisors first reported a position in PANW in Q2 2016 and held it in 6 quarters. The position peaked at $4.82M in Q3 2018. 700 funds tracked by Wall St. Rank hold PANW as of Q1 2020.

Gideon Capital Advisors reported no remaining Palo Alto Networks position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 50,328 Palo Alto Networks shares in Q1 2020, an estimated $1.94M.
Gideon Capital Advisors first reported a position in Palo Alto Networks in Q2 2016 and held it in 6 quarters.
Gideon Capital Advisors's Palo Alto Networks position peaked at $4.82M in Q3 2018.
700 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.