TD Ameritrade Investment Management’s Palo Alto Networks PANW Stock Holding History

TD Ameritrade 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 Q4	–	Sell	-318	Closed	-$13K	–	682
2021 Q3	$13K	Buy	+318	New	+$22.3K	﹤0.01%	426
2021 Q2	–	Sell	-318	Closed	-$19K	–	661
2021 Q1	$19K	Hold	318	–	–	﹤0.01%	408
2020 Q4	$19K	Hold	318	–	–	﹤0.01%	408
2020 Q3	$13K	Buy	318 +18	+6%	+$749	﹤0.01%	426
2020 Q2	$11K	Hold	300	–	–	﹤0.01%	422
2020 Q1	$8K	Sell	300 -48	-14%	-$1.68K	﹤0.01%	447
2019 Q4	$13K	Buy	+348	New	+$13.2K	﹤0.01%	424
2019 Q3	–	Sell	-24	Closed	-$1K	–	696
2019 Q2	$1K	Sell	24 -1,944	-99%	-$72.7K	﹤0.01%	621
2019 Q1	$80K	Buy	1,968 +1,800	+1,071%	+$66.8K	﹤0.01%	205
2018 Q4	$5K	Buy	168 +132	+367%	+$4.12K	﹤0.01%	452
2018 Q3	$1K	Buy	36 +18	+100%	+$655	﹤0.01%	547
2018 Q2	$1K	Buy	+18	New	+$600	﹤0.01%	438

Other funds holding PANW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TD Ameritrade Investment Management's PANW Position: Q4 2021 in Review

TD Ameritrade Investment Management sold out of Palo Alto Networks (PANW) in Q4 2021, closing a stake of 318 shares — an estimated $13K sold.

TD Ameritrade Investment Management first reported a position in PANW in Q2 2018 and held it in 12 quarters. The position peaked at $80K in Q1 2019. 1,225 funds tracked by Wall St. Rank hold PANW as of Q4 2021.

TD Ameritrade Investment Management reported no remaining Palo Alto Networks position as of Q4 2021 after selling out during the quarter.
TD Ameritrade Investment Management sold 318 Palo Alto Networks shares in Q4 2021, an estimated $13K.
TD Ameritrade Investment Management first reported a position in Palo Alto Networks in Q2 2018 and held it in 12 quarters.
TD Ameritrade Investment Management's Palo Alto Networks position peaked at $80K in Q1 2019.
1,225 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2021.

Based on TD Ameritrade Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.