TrueWealth LLC’s Palo Alto Networks PANW Stock Holding History

TrueWealth LLC’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 Q2	–	Sell	-60	Closed	-$2K	–	755
2020 Q1	$2K	Hold	60	–	–	﹤0.01%	654
2019 Q4	$2K	Hold	60	–	–	﹤0.01%	680
2019 Q3	$2K	Hold	60	–	–	﹤0.01%	644
2019 Q2	$2K	Hold	60	–	–	﹤0.01%	663
2019 Q1	$2K	Hold	60	–	–	﹤0.01%	670
2018 Q4	$2K	Hold	60	–	–	﹤0.01%	666
2018 Q3	$2K	Hold	60	–	–	﹤0.01%	734
2018 Q2	$2K	Hold	60	–	–	﹤0.01%	741
2018 Q1	$2K	Hold	60	–	–	﹤0.01%	710
2017 Q4	$1K	Buy	+60	New	+$1.46K	﹤0.01%	877

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

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

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

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

TrueWealth LLC's PANW Position: Q2 2020 in Review

TrueWealth LLC sold out of Palo Alto Networks (PANW) in Q2 2020, closing a stake of 60 shares — an estimated $2K sold.

TrueWealth LLC first reported a position in PANW in Q4 2017 and held it in 10 quarters. The position peaked at $2K in Q1 2020. 796 funds tracked by Wall St. Rank hold PANW as of Q2 2020.

TrueWealth LLC reported no remaining Palo Alto Networks position as of Q2 2020 after selling out during the quarter.
TrueWealth LLC sold 60 Palo Alto Networks shares in Q2 2020, an estimated $2K.
TrueWealth LLC first reported a position in Palo Alto Networks in Q4 2017 and held it in 10 quarters.
TrueWealth LLC's Palo Alto Networks position peaked at $2K in Q1 2020.
796 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.