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Helios Capital Management’s Palo Alto Networks PANW Stock Holding History

Helios Capital 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
2022
Q1 		– Sell
-33,780
Closed -$3.13M – 53
2021
Q4 		$3.13M Buy
+33,780
New +$2.92M 2.84% 10

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Helios Capital Management's PANW Position: Q1 2022 in Review

Helios Capital Management sold out of Palo Alto Networks (PANW) in Q1 2022, closing a stake of 33,780 shares — an estimated $3.13M sold.

Helios Capital Management first reported a position in PANW in Q4 2021 and held it in 1 quarter. The position peaked at $3.13M in Q4 2021. 1,315 funds tracked by Wall St. Rank hold PANW as of Q1 2022.

  • Helios Capital Management reported no remaining Palo Alto Networks position as of Q1 2022 after selling out during the quarter.
  • Helios Capital Management sold 33,780 Palo Alto Networks shares in Q1 2022, an estimated $3.13M.
  • Helios Capital Management first reported a position in Palo Alto Networks in Q4 2021 and held it in 1 quarter.
  • Helios Capital Management's Palo Alto Networks position peaked at $3.13M in Q4 2021.
  • 1,315 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2022.

Based on Helios Capital Management's 13F filing for Q1 2022, filed 6 May 2022.