Tarbox Family Office’s Palo Alto Networks PANW Stock Holding History

Tarbox Family Office’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
2022 Q2	–	Sell	-36	Closed	-$4K	–	730
2022 Q1	$4K	Hold	36	–	–	﹤0.01%	614
2021 Q4	$3K	Hold	36	–	–	﹤0.01%	802
2021 Q3	$3K	Hold	36	–	–	﹤0.01%	826
2021 Q2	$2K	Hold	36	–	–	﹤0.01%	961
2021 Q1	$2K	Hold	36	–	–	﹤0.01%	914
2020 Q4	$2K	Hold	36	–	–	﹤0.01%	870
2020 Q3	$1K	Hold	36	–	–	﹤0.01%	1027
2020 Q2	$1K	Hold	36	–	–	﹤0.01%	1028
2020 Q1	$1K	Buy	+36	New	+$1.26K	﹤0.01%	947
2015 Q1	–	Sell	-54	Closed	-$1K	–	578
2014 Q4	$1K	Hold	54	–	–	﹤0.01%	488
2014 Q3	$1K	Hold	54	–	–	﹤0.01%	487
2014 Q2	$0	Hold	54	–	–	﹤0.01%	515
2014 Q1	$0	Hold	54	–	–	﹤0.01%	542
2013 Q4	$1K	Buy	+54	New	+$428	﹤0.01%	532

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

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

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

Tarbox Family Office's PANW Position: Q2 2022 in Review

Tarbox Family Office sold out of Palo Alto Networks (PANW) in Q2 2022, closing a stake of 36 shares — an estimated $4K sold.

Tarbox Family Office first reported a position in PANW in Q4 2013 and held it in 14 quarters. The position peaked at $4K in Q1 2022. 1,328 funds tracked by Wall St. Rank hold PANW as of Q2 2022.

Tarbox Family Office reported no remaining Palo Alto Networks position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 36 Palo Alto Networks shares in Q2 2022, an estimated $4K.
Tarbox Family Office first reported a position in Palo Alto Networks in Q4 2013 and held it in 14 quarters.
Tarbox Family Office's Palo Alto Networks position peaked at $4K in Q1 2022.
1,328 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.