Reilly Financial Advisors’s Palo Alto Networks PANW Stock Holding History

Reilly Financial Advisors’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	$6K	Buy	+60	New	+$5.19K	﹤0.01%	809
2020 Q3	–	Sell	-300	Closed	-$11K	–	911
2020 Q2	$11K	Hold	300	–	–	﹤0.01%	564
2020 Q1	$8K	Sell	300 -323,682	-100%	-$11.3M	﹤0.01%	598
2019 Q4	$12.5M	Sell	323,982 -24,786	-7%	-$937K	1.42%	27
2019 Q3	$11.8M	Buy	348,768 +7,824	+2%	+$277K	1.46%	25
2019 Q2	$11.6M	Buy	340,944 +7,038	+2%	+$263K	1.45%	24
2019 Q1	$13.5M	Sell	333,906 -996	-0.3%	-$36.9K	1.75%	11
2018 Q4	$10.5M	Buy	+334,902	New	+$10.4M	1.53%	19
2018 Q2	–	Sell	-30	Closed	-$1K	–	1022
2018 Q1	$1K	Sell	30 -1,008	-97%	-$28K	﹤0.01%	936
2017 Q4	$25K	Sell	1,038 -612	-37%	-$14.9K	﹤0.01%	458
2017 Q3	$40K	Buy	1,650 +150	+10%	+$3.42K	0.01%	344
2017 Q2	$33K	Hold	1,500	–	–	0.01%	383
2017 Q1	$28K	Hold	1,500	–	–	﹤0.01%	412
2016 Q4	$31K	Buy	+1,500	New	+$35.9K	0.01%	361

Other funds holding PANW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Reilly Financial Advisors's PANW Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in Palo Alto Networks (PANW) in Q4 2021: 60 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #809 among its holdings. This is a return to the name: Reilly Financial Advisors previously reported a position in PANW as recently as Q2 2020.

Reilly Financial Advisors first reported a position in PANW in Q4 2016 and has held it in 14 quarters since. The position peaked at $13.5M in Q1 2019. 1,223 funds tracked by Wall St. Rank hold PANW as of Q4 2021.

Reilly Financial Advisors held 60 shares of Palo Alto Networks worth $6K as of Q4 2021.
Palo Alto Networks was a new Reilly Financial Advisors position in Q4 2021.
Palo Alto Networks made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #809 holding.
Reilly Financial Advisors first reported a position in Palo Alto Networks in Q4 2016 and has held it in 14 quarters since.
Reilly Financial Advisors's Palo Alto Networks position peaked at $13.5M in Q1 2019.
1,223 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.