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Rowland Carmichael Advisors’s Palo Alto Networks PANW Stock Holding History

Rowland Carmichael 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
2020
Q4 		$1.5M Hold
25,272
– – 0.47% 44
2020
Q3 		$1.03M Buy
25,272
+7,884
+45% +$328K 0.4% 61
2020
Q2 		$666K Hold
17,388
– – 0.28% 94
2020
Q1 		$475K Buy
+17,388
New +$607K 0.24% 116

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
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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 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
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Rowland Carmichael Advisors's PANW Position: Q4 2020 in Review

Rowland Carmichael Advisors held its Palo Alto Networks (PANW) position steady in Q4 2020 at 25,272 shares worth $1.5M. The position accounts for 0.47% of the portfolio, ranked #44.

Rowland Carmichael Advisors first reported a position in PANW in Q1 2020 and has held it in 4 quarters since. 938 funds tracked by Wall St. Rank hold PANW as of Q4 2020.

  • Rowland Carmichael Advisors held 25,272 shares of Palo Alto Networks worth $1.5M as of Q4 2020.
  • Rowland Carmichael Advisors left its Palo Alto Networks share count unchanged in Q4 2020.
  • Palo Alto Networks made up 0.47% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #44 holding.
  • Rowland Carmichael Advisors first reported a position in Palo Alto Networks in Q1 2020 and has held it in 4 quarters since.
  • 938 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.