Isthmus Partners’s Palo Alto Networks PANW Stock Holding History

Isthmus Partners’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	–	Sell	-540	Closed	-$33K	–	234
2021 Q2	$33K	Buy	+540	New	+$32K	0.01%	211
2019 Q2	–	Sell	-508,680	Closed	-$8.8M	–	188
2019 Q1	$8.8M	Buy	+508,680	New	+$18.9M	2.14%	7
2015 Q3	–	Sell	-180	Closed	-$5K	–	280
2015 Q2	$5K	Buy	+180	New	+$4.8K	﹤0.01%	258

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

Isthmus Partners's PANW Position: Q3 2021 in Review

Isthmus Partners sold out of Palo Alto Networks (PANW) in Q3 2021, closing a stake of 540 shares — an estimated $33K sold.

Isthmus Partners first reported a position in PANW in Q2 2015 and held it in 3 quarters. The position peaked at $8.8M in Q1 2019. 1,088 funds tracked by Wall St. Rank hold PANW as of Q3 2021.

Isthmus Partners reported no remaining Palo Alto Networks position as of Q3 2021 after selling out during the quarter.
Isthmus Partners sold 540 Palo Alto Networks shares in Q3 2021, an estimated $33K.
Isthmus Partners first reported a position in Palo Alto Networks in Q2 2015 and held it in 3 quarters.
Isthmus Partners's Palo Alto Networks position peaked at $8.8M in Q1 2019.
1,088 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2021.

Based on Isthmus Partners's 13F filing for Q3 2021, filed 10 Nov 2021.