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Peloton Wealth Strategists’s Palo Alto Networks PANW Stock Holding History

Peloton Wealth Strategists’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
Q1 		– Sell
-60,828
Closed -$5.64M – 90
2021
Q4 		$5.64M Sell
60,828
-5,562
-8% -$481K 2.26% 14
2021
Q3 		$5.37M Sell
66,390
-7,980
-11% -$561K 2.2% 15
2021
Q2 		$4.6M Sell
74,370
-3,240
-4% -$192K 1.9% 20
2021
Q1 		$4.17M Sell
77,610
-3,210
-4% -$191K 1.96% 20
2020
Q4 		$4.79M Sell
80,820
-1,890
-2% -$88.3K 2.37% 15
2020
Q3 		$3.37M Buy
82,710
+360
+0.4% +$15K 1.89% 22
2020
Q2 		$3.15M Sell
82,350
-4,350
-5% -$153K 1.99% 21
2020
Q1 		$2.37M Buy
86,700
+150
+0.2% +$5.24K 1.93% 20
2019
Q4 		$3.34M Buy
86,550
+2,700
+3% +$102K 2.02% 18
2019
Q3 		$2.85M Buy
83,850
+2,700
+3% +$95.6K 1.82% 19
2019
Q2 		$2.76M Sell
81,150
-3,600
-4% -$135K 1.85% 23
2019
Q1 		$3.43M Sell
84,750
-900
-1% -$33.4K 2.38% 14
2018
Q4 		$2.69M Buy
85,650
+1,200
+1% +$37.4K 2.19% 14
2018
Q3 		$3.17M Sell
84,450
-1,200
-1% -$43.7K 2.18% 15
2018
Q2 		$2.93M Sell
85,650
-3,900
-4% -$130K 2.12% 17
2018
Q1 		$2.71M Sell
89,550
-1,800
-2% -$50K 2.04% 19
2017
Q4 		$2.21M Buy
91,350
+900
+1% +$21.9K 1.64% 30
2017
Q3 		$2.17M Sell
90,450
-150
-0.2% -$3.42K 1.68% 26
2017
Q2 		$2.02M Buy
90,600
+14,700
+19% +$297K 1.57% 27
2017
Q1 		$1.43M Buy
75,900
+18,000
+31% +$402K 1.17% 31
2016
Q4 		$1.21M Buy
57,900
+7,500
+15% +$180K 0.99% 42
2016
Q3 		$1.34M Buy
+50,400
New +$1.15M 1.11% 37
2014
Q3 		– Sell
-38,700
Closed -$791K – 94
2014
Q2 		$791K Buy
+38,700
New +$452K 0.7% 57

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Peloton Wealth Strategists's PANW Position: Q1 2022 in Review

Peloton Wealth Strategists sold out of Palo Alto Networks (PANW) in Q1 2022, closing a stake of 60,828 shares — an estimated $5.64M sold.

Peloton Wealth Strategists first reported a position in PANW in Q2 2014 and held it in 23 quarters. The position peaked at $5.64M in Q4 2021. 1,315 funds tracked by Wall St. Rank hold PANW as of Q1 2022.

  • Peloton Wealth Strategists reported no remaining Palo Alto Networks position as of Q1 2022 after selling out during the quarter.
  • Peloton Wealth Strategists sold 60,828 Palo Alto Networks shares in Q1 2022, an estimated $5.64M.
  • Peloton Wealth Strategists first reported a position in Palo Alto Networks in Q2 2014 and held it in 23 quarters.
  • Peloton Wealth Strategists's Palo Alto Networks position peaked at $5.64M in Q4 2021.
  • 1,315 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2022.

Based on Peloton Wealth Strategists's 13F filing for Q1 2022, filed 9 May 2022.