MFW
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Meristem Family Wealth’s Palo Alto Networks PANW Stock Holding History

Meristem Family Wealth’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 		$995K Sell
9,588
-546
-5% -$48.9K 0.11% 108
2021
Q4 		$940K Hold
10,134
– – 0.08% 143
2021
Q3 		$809K Buy
10,134
+342
+3% +$24K 0.08% 162
2021
Q2 		$606K Buy
+9,792
New +$580K 0.1% 152

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Meristem Family Wealth's PANW Position: Q1 2022 in Review

Meristem Family Wealth reduced its Palo Alto Networks (PANW) stake by 5.4% in Q1 2022, selling an estimated $48.9K and leaving 9,588 shares worth $995K. The position accounts for 0.11% of the portfolio, ranked #108.

Meristem Family Wealth first reported a position in PANW in Q2 2021 and has held it in 4 quarters since. 1,315 funds tracked by Wall St. Rank hold PANW as of Q1 2022.

  • Meristem Family Wealth held 9,588 shares of Palo Alto Networks worth $995K as of Q1 2022.
  • Meristem Family Wealth sold 546 Palo Alto Networks shares in Q1 2022, an estimated $48.9K.
  • Palo Alto Networks made up 0.11% of Meristem Family Wealth's portfolio in Q1 2022, its #108 holding.
  • Meristem Family Wealth first reported a position in Palo Alto Networks in Q2 2021 and has held it in 4 quarters since.
  • 1,315 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.