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Harvest Group Wealth Management’s Palo Alto Networks PANW Stock Holding History

Harvest Group 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
2020
Q4 		– Sell
-60
Closed -$2K – 806
2020
Q3 		$2K Buy
+60
New +$2.5K ﹤0.01% 363

Other funds holding PANW

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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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 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
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harvest Group Wealth Management's PANW Position: Q4 2020 in Review

Harvest Group Wealth Management sold out of Palo Alto Networks (PANW) in Q4 2020, closing a stake of 60 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in PANW in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 938 funds tracked by Wall St. Rank hold PANW as of Q4 2020.

  • Harvest Group Wealth Management reported no remaining Palo Alto Networks position as of Q4 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 60 Palo Alto Networks shares in Q4 2020, an estimated $2K.
  • Harvest Group Wealth Management first reported a position in Palo Alto Networks in Q3 2020 and held it in 1 quarter.
  • Harvest Group Wealth Management's Palo Alto Networks position peaked at $2K in Q3 2020.
  • 938 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2020.

Based on Harvest Group Wealth Management's 13F filing for Q4 2020, filed 1 Feb 2021.