GW & Wade’s Palo Alto Networks PANW Stock Holding History

GW & Wade’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 Q1	–	Sell	-2,796	Closed	-$259K	–	407
2021 Q4	$259K	Sell	2,796 -3,660	-57%	-$317K	0.01%	343
2021 Q3	$515K	Sell	6,456 -102	-2%	-$7.17K	0.02%	241
2021 Q2	$406K	Buy	+6,558	New	+$389K	0.02%	271
2016 Q4	–	Sell	-8,328	Closed	-$221K	–	235
2016 Q3	$221K	Buy	+8,328	New	+$190K	0.04%	205
2016 Q2	–	Sell	-8,088	Closed	-$220K	–	238
2016 Q1	$220K	Hold	8,088	–	–	0.04%	193
2015 Q4	$237K	Buy	+8,088	New	+$233K	0.05%	182

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

GW & Wade's PANW Position: Q1 2022 in Review

GW & Wade sold out of Palo Alto Networks (PANW) in Q1 2022, closing a stake of 2,796 shares — an estimated $259K sold.

GW & Wade first reported a position in PANW in Q4 2015 and held it in 6 quarters. The position peaked at $515K in Q3 2021. 1,315 funds tracked by Wall St. Rank hold PANW as of Q1 2022.

GW & Wade reported no remaining Palo Alto Networks position as of Q1 2022 after selling out during the quarter.
GW & Wade sold 2,796 Palo Alto Networks shares in Q1 2022, an estimated $259K.
GW & Wade first reported a position in Palo Alto Networks in Q4 2015 and held it in 6 quarters.
GW & Wade's Palo Alto Networks position peaked at $515K in Q3 2021.
1,315 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2022.

Based on GW & Wade's 13F filing for Q1 2022, filed 10 May 2022.