Newfound Research’s Palo Alto Networks PANW Stock Holding History

Newfound Research’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
2021 Q1	–	Sell	-888	Closed	-$53K	–	149
2020 Q4	$53K	Buy	+888	New	+$41.5K	0.14%	110

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

GIM

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Newfound Research's PANW Position: Q1 2021 in Review

Newfound Research sold out of Palo Alto Networks (PANW) in Q1 2021, closing a stake of 888 shares — an estimated $53K sold.

Newfound Research first reported a position in PANW in Q4 2020 and held it in 1 quarter. The position peaked at $53K in Q4 2020. 964 funds tracked by Wall St. Rank hold PANW as of Q1 2021.

Newfound Research reported no remaining Palo Alto Networks position as of Q1 2021 after selling out during the quarter.
Newfound Research sold 888 Palo Alto Networks shares in Q1 2021, an estimated $53K.
Newfound Research first reported a position in Palo Alto Networks in Q4 2020 and held it in 1 quarter.
Newfound Research's Palo Alto Networks position peaked at $53K in Q4 2020.
964 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2021.

Based on Newfound Research's 13F filing for Q1 2021, filed 28 Apr 2021.