Sonora Investment Management’s Palo Alto Networks PANW Stock Holding History

Sonora Investment 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
2021 Q3	$41K	Hold	510	–	–	0.01%	464
2021 Q2	$32K	Hold	510	–	–	﹤0.01%	477
2021 Q1	$27K	Hold	510	–	–	﹤0.01%	818
2020 Q4	$30K	Buy	510 +210	+70%	+$9.81K	﹤0.01%	750
2020 Q3	$12K	Hold	300	–	–	﹤0.01%	1098
2020 Q2	$11K	Hold	300	–	–	﹤0.01%	1043
2020 Q1	$8K	Hold	300	–	–	﹤0.01%	1147
2019 Q4	$12K	Sell	300 -378	-56%	-$14.3K	﹤0.01%	1074
2019 Q3	$23K	Buy	678 +102	+18%	+$3.61K	﹤0.01%	816
2019 Q2	$20K	Hold	576	–	–	﹤0.01%	878
2019 Q1	$23K	Sell	576 -300	-34%	-$11.1K	﹤0.01%	744
2018 Q4	$27K	Hold	876	–	–	﹤0.01%	520
2018 Q3	$33K	Hold	876	–	–	﹤0.01%	489
2018 Q2	$30K	Hold	876	–	–	﹤0.01%	504
2018 Q1	$26.5K	Hold	876	–	–	﹤0.01%	497
2017 Q4	$21.2K	Hold	876	–	–	﹤0.01%	577
2017 Q3	$21K	Hold	876	–	–	﹤0.01%	533
2017 Q2	$19.5K	Hold	876	–	–	﹤0.01%	540
2017 Q1	$16.5K	Hold	876	–	–	﹤0.01%	563
2016 Q4	$18.3K	Buy	876 +276	+46%	+$6.61K	﹤0.01%	483
2016 Q3	$15.9K	Hold	600	–	–	﹤0.01%	496
2016 Q2	$12.3K	Hold	600	–	–	﹤0.01%	537
2016 Q1	$15.1K	Buy	+600	New	+$14.8K	﹤0.01%	541

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

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

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

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

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return

Sonora Investment Management's PANW Position: Q3 2021 in Review

Sonora Investment Management held its Palo Alto Networks (PANW) position steady in Q3 2021 at 510 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #464.

Sonora Investment Management first reported a position in PANW in Q1 2016 and has held it in 23 quarters since. 1,089 funds tracked by Wall St. Rank hold PANW as of Q3 2021.

Sonora Investment Management held 510 shares of Palo Alto Networks worth $41K as of Q3 2021.
Sonora Investment Management left its Palo Alto Networks share count unchanged in Q3 2021.
Palo Alto Networks made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #464 holding.
Sonora Investment Management first reported a position in Palo Alto Networks in Q1 2016 and has held it in 23 quarters since.
1,089 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.