Lenox Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Lenox Wealth 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
2022 Q1	–	Sell	-120	Closed	-$11K	–	932
2021 Q4	$11K	Buy	+120	New	+$10.4K	﹤0.01%	497
2020 Q2	–	Sell	-438	Closed	-$12K	–	739
2020 Q1	$12K	Hold	438	–	–	﹤0.01%	322
2019 Q4	$17K	Hold	438	–	–	﹤0.01%	360
2019 Q3	$15K	Hold	438	–	–	﹤0.01%	326
2019 Q2	$15K	Buy	+438	New	+$16.4K	﹤0.01%	244
2016 Q1	–	Sell	-138	Closed	-$4K	–	368
2015 Q4	$4K	Buy	+138	New	+$3.98K	﹤0.01%	259

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

Lenox Wealth Advisors's PANW Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Palo Alto Networks (PANW) in Q1 2022, closing a stake of 120 shares — an estimated $11K sold.

Lenox Wealth Advisors first reported a position in PANW in Q4 2015 and held it in 6 quarters. The position peaked at $17K in Q4 2019. 1,315 funds tracked by Wall St. Rank hold PANW as of Q1 2022.

Lenox Wealth Advisors reported no remaining Palo Alto Networks position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 120 Palo Alto Networks shares in Q1 2022, an estimated $11K.
Lenox Wealth Advisors first reported a position in Palo Alto Networks in Q4 2015 and held it in 6 quarters.
Lenox Wealth Advisors's Palo Alto Networks position peaked at $17K in Q4 2019.
1,315 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.