Vontobel Swiss Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Vontobel Swiss Wealth Advisors’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 Q2	$8.61M	Buy	141,972 +10,212	+8%	+$605K	4.42%	4
2021 Q1	$7.07M	Sell	131,760 -7,992	-6%	-$475K	3.94%	8
2020 Q4	$8.28M	Buy	139,752 +13,086	+10%	+$611K	4.71%	4
2020 Q3	$5.03M	Sell	126,666 -44,424	-26%	-$1.85M	3.51%	15
2020 Q2	$6.55M	Sell	171,090 -1,542	-0.9%	-$54.3K	4.3%	2
2020 Q1	$4.72M	Buy	172,632 +23,292	+16%	+$813K	3.59%	4
2019 Q4	$5.76M	Buy	149,340 +4,164	+3%	+$157K	3.76%	2
2019 Q3	$4.93M	Sell	145,176 -5,334	-4%	-$189K	3.18%	3
2019 Q2	$5.11M	Buy	150,510 +54,318	+56%	+$2.03M	2.74%	3
2019 Q1	$3.85M	Sell	96,192 -1,056	-1%	-$39.2K	4.18%	2
2018 Q4	$3.01M	Buy	+97,248	New	+$3.03M	2.23%	17

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

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

GIM

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's PANW Position: Q2 2021 in Review

Vontobel Swiss Wealth Advisors increased its Palo Alto Networks (PANW) stake by 7.8% in Q2 2021, buying an estimated $605K and bringing the position to 141,972 shares worth $8.61M. The position accounts for 4.42% of the portfolio, ranked #4.

Vontobel Swiss Wealth Advisors first reported a position in PANW in Q4 2018 and has held it in 11 quarters since. 985 funds tracked by Wall St. Rank hold PANW as of Q2 2021.

Vontobel Swiss Wealth Advisors held 141,972 shares of Palo Alto Networks worth $8.61M as of Q2 2021.
Vontobel Swiss Wealth Advisors bought 10,212 Palo Alto Networks shares in Q2 2021, an estimated $605K.
Palo Alto Networks made up 4.42% of Vontobel Swiss Wealth Advisors's portfolio in Q2 2021, its #4 holding.
Vontobel Swiss Wealth Advisors first reported a position in Palo Alto Networks in Q4 2018 and has held it in 11 quarters since.
985 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2021.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.