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Homrich & Berg’s Palo Alto Networks PANW Stock Holding History

Homrich & Berg’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
Q3 		$203K Buy
+2,538
New +$178K ﹤0.01% 455

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

Homrich & Berg's PANW Position: Q3 2021 in Review

Homrich & Berg opened a new position in Palo Alto Networks (PANW) in Q3 2021: 2,538 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #455 among its holdings.

1,088 funds tracked by Wall St. Rank hold PANW as of Q3 2021.

  • Homrich & Berg held 2,538 shares of Palo Alto Networks worth $203K as of Q3 2021.
  • Palo Alto Networks was a new Homrich & Berg position in Q3 2021.
  • Palo Alto Networks made up ﹤0.01% of Homrich & Berg's portfolio in Q3 2021, its #455 holding.
  • 1,088 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.