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New Capital Management’s Palo Alto Networks PANW Stock Holding History

New Capital 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
2020
Q1 		– Sell
-102
Closed -$4K – 128
2019
Q4 		$4K Hold
102
– – 0.01% 122
2019
Q3 		$3K Hold
102
– – ﹤0.01% 121
2019
Q2 		$4K Hold
102
– – 0.01% 120
2019
Q1 		$4K Buy
+102
New +$3.78K 0.01% 121

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
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
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

New Capital Management's PANW Position: Q1 2020 in Review

New Capital Management sold out of Palo Alto Networks (PANW) in Q1 2020, closing a stake of 102 shares — an estimated $4K sold.

New Capital Management first reported a position in PANW in Q1 2019 and held it in 4 quarters. The position peaked at $4K in Q4 2019. 699 funds tracked by Wall St. Rank hold PANW as of Q1 2020.

  • New Capital Management reported no remaining Palo Alto Networks position as of Q1 2020 after selling out during the quarter.
  • New Capital Management sold 102 Palo Alto Networks shares in Q1 2020, an estimated $4K.
  • New Capital Management first reported a position in Palo Alto Networks in Q1 2019 and held it in 4 quarters.
  • New Capital Management's Palo Alto Networks position peaked at $4K in Q4 2019.
  • 699 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2020.

Based on New Capital Management's 13F filing for Q1 2020, filed 17 Apr 2020.