Kings Point Capital Management’s Palo Alto Networks PANW Stock Holding History

Kings Point 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	$106K	Hold	1,020	–	–	0.01%	267
2021 Q4	$95K	Hold	1,020	–	–	0.01%	305
2021 Q3	$81K	Buy	1,020 +84	+9%	+$5.9K	0.01%	301
2021 Q2	$58K	Hold	936	–	–	0.01%	331
2021 Q1	$50K	Buy	+936	New	+$55.6K	﹤0.01%	336
2020 Q4	–	Sell	-1,524	Closed	-$62K	–	504
2020 Q3	$62K	Hold	1,524	–	–	0.01%	294
2020 Q2	$58K	Hold	1,524	–	–	0.01%	262
2020 Q1	$42K	Hold	1,524	–	–	0.01%	295
2019 Q4	$59K	Hold	1,524	–	–	0.01%	293
2019 Q3	$52K	Hold	1,524	–	–	0.01%	292
2019 Q2	$52K	Buy	1,524 +600	+65%	+$22.4K	0.01%	252
2019 Q1	$37K	Buy	+924	New	+$34.3K	0.01%	260

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Kings Point Capital Management's PANW Position: Q1 2022 in Review

Kings Point Capital Management held its Palo Alto Networks (PANW) position steady in Q1 2022 at 1,020 shares worth $106K. The position accounts for 0.01% of the portfolio, ranked #267.

Kings Point Capital Management first reported a position in PANW in Q1 2019 and has held it in 12 quarters since. 1,315 funds tracked by Wall St. Rank hold PANW as of Q1 2022.

Kings Point Capital Management held 1,020 shares of Palo Alto Networks worth $106K as of Q1 2022.
Kings Point Capital Management left its Palo Alto Networks share count unchanged in Q1 2022.
Palo Alto Networks made up 0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #267 holding.
Kings Point Capital Management first reported a position in Palo Alto Networks in Q1 2019 and has held it in 12 quarters since.
1,315 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2022.

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