Lucia Wealth Services’s Palo Alto Networks PANW Stock Holding History

Lucia Wealth 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
2020 Q1	–	Sell	-32,292	Closed	-$1.25M	–	204
2019 Q4	$1.25M	Buy	32,292 +3,048	+10%	+$115K	0.38%	56
2019 Q3	$993K	Sell	29,244 -1,722	-6%	-$61K	0.33%	61
2019 Q2	$1.05M	Sell	30,966 -4,584	-13%	-$171K	0.36%	55
2019 Q1	$1.44M	Buy	35,550 +5,058	+17%	+$188K	0.49%	45
2018 Q4	$957K	Buy	30,492 +25,020	+457%	+$780K	0.45%	51
2018 Q3	$205K	Buy	+5,472	New	+$199K	0.06%	146

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lucia Wealth Services's PANW Position: Q1 2020 in Review

Lucia Wealth Services sold out of Palo Alto Networks (PANW) in Q1 2020, closing a stake of 32,292 shares — an estimated $1.25M sold.

Lucia Wealth Services first reported a position in PANW in Q3 2018 and held it in 6 quarters. The position peaked at $1.44M in Q1 2019. 699 funds tracked by Wall St. Rank hold PANW as of Q1 2020.

Lucia Wealth Services reported no remaining Palo Alto Networks position as of Q1 2020 after selling out during the quarter.
Lucia Wealth Services sold 32,292 Palo Alto Networks shares in Q1 2020, an estimated $1.25M.
Lucia Wealth Services first reported a position in Palo Alto Networks in Q3 2018 and held it in 6 quarters.
Lucia Wealth Services's Palo Alto Networks position peaked at $1.44M in Q1 2019.
699 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2020.

Based on Lucia Wealth Services's 13F filing for Q1 2020, filed 8 May 2020.