PWM
PANW icon

PRW Wealth Management’s Palo Alto Networks PANW Stock Holding History

PRW Wealth 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
2019
Q2 		– Sell
-1,638
Closed -$66K – 488
2019
Q1 		$66K Hold
1,638
– – 0.06% 114
2018
Q4 		$52K Buy
+1,638
New +$51.1K 0.06% 132

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

PRW Wealth Management's PANW Position: Q2 2019 in Review

PRW Wealth Management sold out of Palo Alto Networks (PANW) in Q2 2019, closing a stake of 1,638 shares — an estimated $66K sold.

PRW Wealth Management first reported a position in PANW in Q4 2018 and held it in 2 quarters. The position peaked at $66K in Q1 2019. 766 funds tracked by Wall St. Rank hold PANW as of Q2 2019.

  • PRW Wealth Management reported no remaining Palo Alto Networks position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 1,638 Palo Alto Networks shares in Q2 2019, an estimated $66K.
  • PRW Wealth Management first reported a position in Palo Alto Networks in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's Palo Alto Networks position peaked at $66K in Q1 2019.
  • 766 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.