Ladenburg Thalmann Financial Services’s Palo Alto Networks PANW Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$1.99M	Buy	64,116 +28,278	+79%	+$1.07M	0.01%	875
2019 Q3	$1.22M	Sell	35,838 -6,228	-15%	-$220K	0.01%	1103
2019 Q2	$1.43M	Sell	42,066 -12,108	-22%	-$453K	0.01%	981
2019 Q1	$2.19M	Buy	54,174 +16,710	+45%	+$620K	0.02%	731
2018 Q4	$1.18M	Buy	37,464 +10,578	+39%	+$330K	0.01%	948
2018 Q3	$1.01M	Sell	26,886 -12,690	-32%	-$462K	0.01%	1114
2018 Q2	$1.2M	Hold	39,576	–	–	0.01%	959
2018 Q1	$1.2M	Buy	39,576 +2,406	+6%	+$66.8K	0.01%	959
2017 Q4	$899K	Buy	37,170 +4,704	+14%	+$114K	0.01%	1132
2017 Q3	$779K	Sell	32,466 -72	-0.2%	-$1.64K	0.01%	1150
2017 Q2	$726K	Sell	32,538 -20,556	-39%	-$415K	0.01%	1143
2017 Q1	$998K	Buy	53,094 +9,132	+21%	+$204K	0.01%	896
2016 Q4	$917K	Buy	43,962 +11,796	+37%	+$283K	0.01%	891
2016 Q3	$852K	Sell	32,166 -792	-2%	-$18K	0.01%	880
2016 Q2	$674K	Sell	32,958 -17,520	-35%	-$406K	0.01%	965
2016 Q1	$1.37M	Sell	50,478 -8,502	-14%	-$209K	0.02%	562
2015 Q4	$1.73M	Buy	58,980 +7,344	+14%	+$212K	0.03%	468
2015 Q3	$1.48M	Sell	51,636 -6,960	-12%	-$205K	0.03%	479
2015 Q2	$1.71M	Sell	58,596 -9,264	-14%	-$247K	0.03%	476
2015 Q1	$1.65M	Sell	67,860 -804	-1%	-$18K	0.03%	474
2014 Q4	$1.4M	Buy	68,664 +9,384	+16%	+$173K	0.03%	464
2014 Q3	$969K	Buy	59,280 +58,644	+9,221%	+$842K	0.03%	518
2014 Q2	$9K	Sell	636 -49,746	-99%	-$581K	﹤0.01%	3142
2014 Q1	$576K	Buy	+50,382	New	+$572K	0.02%	667
2013 Q3	–	Sell	-84	Closed	-$1K	–	3786
2013 Q2	$1K	Buy	+84	New	+$699	﹤0.01%	3485

Other funds holding PANW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ladenburg Thalmann Financial Services's PANW Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Palo Alto Networks (PANW) stake by 79% in Q4 2019, buying an estimated $1.07M and bringing the position to 64,116 shares worth $1.99M. The position accounts for 0.01% of the portfolio, ranked #875.

Ladenburg Thalmann Financial Services first reported a position in PANW in Q2 2013 and has held it in 25 quarters since. The position peaked at $2.19M in Q1 2019. 810 funds tracked by Wall St. Rank hold PANW as of Q4 2019.

Ladenburg Thalmann Financial Services held 64,116 shares of Palo Alto Networks worth $1.99M as of Q4 2019.
Ladenburg Thalmann Financial Services bought 28,278 Palo Alto Networks shares in Q4 2019, an estimated $1.07M.
Palo Alto Networks made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #875 holding.
Ladenburg Thalmann Financial Services first reported a position in Palo Alto Networks in Q2 2013 and has held it in 25 quarters since.
Ladenburg Thalmann Financial Services's Palo Alto Networks position peaked at $2.19M in Q1 2019.
810 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.