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

Gupta 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
2016 Q1	$56K	Sell	2,046 -2,076	-50%	-$51K	0.01%	421
2015 Q4	$121K	Buy	4,122 +2,802	+212%	+$80.8K	0.03%	302
2015 Q3	$38K	Hold	1,320	–	–	0.01%	504
2015 Q2	$38K	Buy	1,320 +1,134	+610%	+$30.3K	0.01%	531
2015 Q1	$5K	Buy	+186	New	+$4.16K	﹤0.01%	898

Other funds holding PANW

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Winslow Capital Management Minneapolis, Minnesota $29.1B AUM 43.86% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Gupta Wealth Management's PANW Position: Q1 2016 in Review

Gupta Wealth Management reduced its Palo Alto Networks (PANW) stake by 50% in Q1 2016, selling an estimated $51K and leaving 2,046 shares worth $56K. The position accounts for 0.01% of the portfolio, ranked #421.

Gupta Wealth Management first reported a position in PANW in Q1 2015 and has held it in 5 quarters since. The position peaked at $121K in Q4 2015. 546 funds tracked by Wall St. Rank hold PANW as of Q1 2016.

Gupta Wealth Management held 2,046 shares of Palo Alto Networks worth $56K as of Q1 2016.
Gupta Wealth Management sold 2,076 Palo Alto Networks shares in Q1 2016, an estimated $51K.
Palo Alto Networks made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #421 holding.
Gupta Wealth Management first reported a position in Palo Alto Networks in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Palo Alto Networks position peaked at $121K in Q4 2015.
546 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.