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Smith & Howard Wealth Management’s Palo Alto Networks PANW Stock Holding History

Smith & Howard 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
2013
Q3 		– Sell
-29,622
Closed -$208K – 265
2013
Q2 		$208K Buy
+29,622
New +$247K 0.13% 33

Other funds holding PANW

SXM
SC XI Management Menlo Park, California $4.62M AUM 25.87% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CCM
Criterion Capital Management San Francisco, California $666M AUM 28.69% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GMAV
Globespan Management Associates V Boston, Massachusetts $101M AUM
GX
Greylock XI Cambridge, Massachusetts $7.71M AUM 28.23% 1-Year Est. Return
SIM
SCGF III Management Menlo Park, California $673M AUM
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

Smith & Howard Wealth Management's PANW Position: Q3 2013 in Review

Smith & Howard Wealth Management sold out of Palo Alto Networks (PANW) in Q3 2013, closing a stake of 29,622 shares — an estimated $208K sold.

Smith & Howard Wealth Management first reported a position in PANW in Q2 2013 and held it in 1 quarter. The position peaked at $208K in Q2 2013. 180 funds tracked by Wall St. Rank hold PANW as of Q3 2013.

  • Smith & Howard Wealth Management reported no remaining Palo Alto Networks position as of Q3 2013 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 29,622 Palo Alto Networks shares in Q3 2013, an estimated $208K.
  • Smith & Howard Wealth Management first reported a position in Palo Alto Networks in Q2 2013 and held it in 1 quarter.
  • Smith & Howard Wealth Management's Palo Alto Networks position peaked at $208K in Q2 2013.
  • 180 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2013.

Based on Smith & Howard Wealth Management's 13F filing for Q3 2013, filed 31 Oct 2013.