Johanson Financial Advisors’s Palo Alto Networks PANW Stock Holding History

Johanson Financial Advisors’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 Q4	$437K	Buy	4,710 +120	+3%	+$10.4K	0.13%	91
2021 Q3	$366K	Buy	4,590 +420	+10%	+$29.5K	0.13%	92
2021 Q2	$270K	Hold	4,170	–	–	0.09%	102
2021 Q1	$251K	Sell	4,170 -408	-9%	-$24.3K	0.09%	98
2020 Q4	$271K	Buy	+4,578	New	+$214K	0.11%	93
2020 Q1	–	Sell	-237,258	Closed	-$171K	–	195
2019 Q4	$171K	Buy	+237,258	New	+$8.97M	0.01%	249

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Johanson Financial Advisors's PANW Position: Q4 2021 in Review

Johanson Financial Advisors increased its Palo Alto Networks (PANW) stake by 2.6% in Q4 2021, buying an estimated $10.4K and bringing the position to 4,710 shares worth $437K. The position accounts for 0.13% of the portfolio, ranked #91.

Johanson Financial Advisors first reported a position in PANW in Q4 2019 and has held it in 6 quarters since. 1,224 funds tracked by Wall St. Rank hold PANW as of Q4 2021.

Johanson Financial Advisors held 4,710 shares of Palo Alto Networks worth $437K as of Q4 2021.
Johanson Financial Advisors bought 120 Palo Alto Networks shares in Q4 2021, an estimated $10.4K.
Palo Alto Networks made up 0.13% of Johanson Financial Advisors's portfolio in Q4 2021, its #91 holding.
Johanson Financial Advisors first reported a position in Palo Alto Networks in Q4 2019 and has held it in 6 quarters since.
1,224 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.