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Optimal Asset Management’s Palo Alto Networks PANW Stock Holding History

Optimal Asset 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
2021
Q1 		– Sell
-28,470
Closed -$1.69M – 406
2020
Q4 		$1.69M Sell
28,470
-36
-0.1% -$1.68K 0.24% 139
2020
Q3 		$1.16M Sell
28,506
-13,632
-32% -$567K 0.17% 198
2020
Q2 		$1.61M Sell
42,138
-73,230
-63% -$2.58M 0.26% 138
2020
Q1 		$3.15K Buy
115,368
+71,220
+161% +$2.49M 0.3% 111
2019
Q4 		$1.7M Buy
+44,148
New +$1.67M 0.26% 149

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
Viking Global Investors
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Optimal Asset Management's PANW Position: Q1 2021 in Review

Optimal Asset Management sold out of Palo Alto Networks (PANW) in Q1 2021, closing a stake of 28,470 shares — an estimated $1.69M sold.

Optimal Asset Management first reported a position in PANW in Q4 2019 and held it in 5 quarters. The position peaked at $1.7M in Q4 2019. 964 funds tracked by Wall St. Rank hold PANW as of Q1 2021.

  • Optimal Asset Management reported no remaining Palo Alto Networks position as of Q1 2021 after selling out during the quarter.
  • Optimal Asset Management sold 28,470 Palo Alto Networks shares in Q1 2021, an estimated $1.69M.
  • Optimal Asset Management first reported a position in Palo Alto Networks in Q4 2019 and held it in 5 quarters.
  • Optimal Asset Management's Palo Alto Networks position peaked at $1.7M in Q4 2019.
  • 964 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2021.

Based on Optimal Asset Management's 13F filing for Q1 2021, filed 17 May 2021.