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

Greenwich 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
2021
Q1 		– Sell
-3,750
Closed -$222K – 207
2020
Q4 		$222K Buy
+3,750
New +$175K 0.02% 175
2020
Q2 		– Sell
-8,694
Closed -$238K – 194
2020
Q1 		$238K Buy
+8,694
New +$303K 0.05% 149

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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Greenwich Wealth Management's PANW Position: Q1 2021 in Review

Greenwich Wealth Management sold out of Palo Alto Networks (PANW) in Q1 2021, closing a stake of 3,750 shares — an estimated $222K sold.

Greenwich Wealth Management first reported a position in PANW in Q1 2020 and held it in 2 quarters. The position peaked at $238K in Q1 2020. 964 funds tracked by Wall St. Rank hold PANW as of Q1 2021.

  • Greenwich Wealth Management reported no remaining Palo Alto Networks position as of Q1 2021 after selling out during the quarter.
  • Greenwich Wealth Management sold 3,750 Palo Alto Networks shares in Q1 2021, an estimated $222K.
  • Greenwich Wealth Management first reported a position in Palo Alto Networks in Q1 2020 and held it in 2 quarters.
  • Greenwich Wealth Management's Palo Alto Networks position peaked at $238K in Q1 2020.
  • 964 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2021.

Based on Greenwich Wealth Management's 13F filing for Q1 2021, filed 6 May 2021.