Minot Wealth Management’s Palo Alto Networks PANW Stock Holding History

Minot Wealth 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 Q2	$636K	Buy	7,728 +750	+11%	+$66.5K	0.16%	101
2022 Q1	$724K	Hold	6,978	–	–	0.16%	103
2021 Q4	$648K	Sell	6,978 -390	-5%	-$33.7K	0.12%	114
2021 Q3	$588K	Buy	7,368 +2,718	+58%	+$191K	0.13%	115
2021 Q2	$301K	Hold	4,650	–	–	0.07%	157
2021 Q1	$250K	Sell	4,650 -300	-6%	-$17.8K	0.06%	159
2020 Q4	$293K	Buy	+4,950	New	+$231K	0.09%	126

Other funds holding PANW

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

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Minot Wealth Management's PANW Position: Q2 2022 in Review

Minot Wealth Management increased its Palo Alto Networks (PANW) stake by 11% in Q2 2022, buying an estimated $66.5K and bringing the position to 7,728 shares worth $636K. The position accounts for 0.16% of the portfolio, ranked #101.

Minot Wealth Management first reported a position in PANW in Q4 2020 and has held it in 7 quarters since. The position peaked at $724K in Q1 2022. 1,329 funds tracked by Wall St. Rank hold PANW as of Q2 2022.

Minot Wealth Management held 7,728 shares of Palo Alto Networks worth $636K as of Q2 2022.
Minot Wealth Management bought 750 Palo Alto Networks shares in Q2 2022, an estimated $66.5K.
Palo Alto Networks made up 0.16% of Minot Wealth Management's portfolio in Q2 2022, its #101 holding.
Minot Wealth Management first reported a position in Palo Alto Networks in Q4 2020 and has held it in 7 quarters since.
Minot Wealth Management's Palo Alto Networks position peaked at $724K in Q1 2022.
1,329 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.