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Next Financial Group’s Palo Alto Networks PANW Stock Holding History

Next Financial Group’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
Q4 		$524K Buy
5,640
+462
+9% +$40K 0.03% 527
2021
Q3 		$414K Sell
5,178
-186
-3% -$13.1K 0.03% 542
2021
Q2 		$332K Sell
5,364
-330
-6% -$19.6K 0.03% 623
2021
Q1 		$306K Buy
5,694
+258
+5% +$15.3K 0.03% 622
2020
Q4 		$322K Buy
5,436
+234
+4% +$10.9K 0.03% 540
2020
Q3 		$212K Buy
+5,202
New +$216K 0.02% 598
2020
Q2 		– Sell
-3,468
Closed -$95K – 1503
2020
Q1 		$95K Sell
3,468
-660
-16% -$23K 0.01% 770
2019
Q4 		$159K Hold
4,128
– – 0.02% 769
2019
Q3 		$140K Sell
4,128
-60
-1% -$2.12K 0.02% 798
2019
Q2 		$142K Buy
4,188
+2,208
+112% +$82.6K 0.02% 778
2019
Q1 		$80K Sell
1,980
-4,716
-70% -$175K 0.02% 602
2018
Q4 		$210K Buy
6,696
+3,378
+102% +$105K 0.04% 382
2018
Q3 		$125K Buy
+3,318
New +$121K 0.06% 300
2017
Q4 		– Sell
-28,980
Closed -$724K – 1045
2017
Q3 		$724K Sell
28,980
-834
-3% -$19K 0.2% 120
2017
Q2 		$665K Buy
29,814
+114
+0.4% +$2.3K 0.16% 146
2017
Q1 		$537K Buy
29,700
+132
+0.4% +$2.95K 0.15% 153
2016
Q4 		$616K Sell
29,568
-2,970
-9% -$71.2K 0.11% 214
2016
Q3 		$864K Buy
32,538
+5,844
+22% +$133K 0.16% 148
2016
Q2 		$545K Sell
26,694
-1,650
-6% -$38.2K 0.17% 129
2016
Q1 		$770K Buy
28,344
+7,572
+36% +$186K 0.27% 80
2015
Q4 		$609K Buy
20,772
+9,282
+81% +$268K 0.23% 102
2015
Q3 		$329K Buy
11,490
+6,288
+121% +$186K 0.12% 193
2015
Q2 		$151K Buy
5,202
+186
+4% +$4.96K 0.05% 364
2015
Q1 		$122K Buy
5,016
+2,550
+103% +$57.1K 0.04% 418
2014
Q4 		$50K Buy
2,466
+300
+14% +$5.53K 0.02% 650
2014
Q3 		$35K Buy
2,166
+1,566
+261% +$22.5K 0.01% 1132
2014
Q2 		$8K Buy
+600
New +$7K ﹤0.01% 835

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Next Financial Group's PANW Position: Q4 2021 in Review

Next Financial Group increased its Palo Alto Networks (PANW) stake by 8.9% in Q4 2021, buying an estimated $40K and bringing the position to 5,640 shares worth $524K. The position accounts for 0.03% of the portfolio, ranked #527.

Next Financial Group first reported a position in PANW in Q2 2014 and has held it in 27 quarters since. The position peaked at $864K in Q3 2016. 1,224 funds tracked by Wall St. Rank hold PANW as of Q4 2021.

  • Next Financial Group held 5,640 shares of Palo Alto Networks worth $524K as of Q4 2021.
  • Next Financial Group bought 462 Palo Alto Networks shares in Q4 2021, an estimated $40K.
  • Palo Alto Networks made up 0.03% of Next Financial Group's portfolio in Q4 2021, its #527 holding.
  • Next Financial Group first reported a position in Palo Alto Networks in Q2 2014 and has held it in 27 quarters since.
  • Next Financial Group's Palo Alto Networks position peaked at $864K in Q3 2016.
  • 1,224 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.