Waddell & Reed Financial’s Palo Alto Networks PANW Stock Holding History

Waddell & Reed Financial’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 Q1	$116M	Sell	2,153,106 -54	-0%	-$3.21K	0.24%	131
2020 Q4	$128M	Buy	2,153,160 +220,374	+11%	+$10.3M	0.27%	102
2020 Q3	$78.8M	Buy	1,932,786 +119,088	+7%	+$4.95M	0.19%	144
2020 Q2	$69.4M	Sell	1,813,698 -31,746	-2%	-$1.12M	0.18%	145
2020 Q1	$50.4M	Sell	1,845,444 -1,007,064	-35%	-$35.2M	0.16%	158
2019 Q4	$110M	Buy	2,852,508 +74,040	+3%	+$2.8M	0.27%	108
2019 Q3	$94.4M	Buy	2,778,468 +23,916	+0.9%	+$847K	0.24%	117
2019 Q2	$93.5M	Buy	2,754,552 +129,366	+5%	+$4.84M	0.23%	125
2019 Q1	$106M	Buy	2,625,186 +353,208	+16%	+$13.1M	0.26%	109
2018 Q4	$71.3M	Buy	+2,271,978	New	+$70.8M	0.2%	140
2014 Q1	–	Sell	-4,758,600	Closed	-$45.6M	–	568
2013 Q4	$45.6M	Buy	4,758,600 +3,258,600	+217%	+$25.8M	0.07%	234
2013 Q3	$11.5M	Sell	1,500,000 -1,727,700	-54%	-$13.6M	0.02%	394
2013 Q2	$22.7M	Buy	+3,227,700	New	+$26.9M	0.05%	281

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

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

GIM

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

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

Waddell & Reed Financial's PANW Position: Q1 2021 in Review

Waddell & Reed Financial reduced its Palo Alto Networks (PANW) stake by 0% in Q1 2021, selling an estimated $3.21K and leaving 2,153,106 shares worth $116M. The position accounts for 0.24% of the portfolio, ranked #131.

Waddell & Reed Financial first reported a position in PANW in Q2 2013 and has held it in 13 quarters since. The position peaked at $128M in Q4 2020. 965 funds tracked by Wall St. Rank hold PANW as of Q1 2021.

Waddell & Reed Financial held 2,153,106 shares of Palo Alto Networks worth $116M as of Q1 2021.
Waddell & Reed Financial sold 54 Palo Alto Networks shares in Q1 2021, an estimated $3.21K.
Palo Alto Networks made up 0.24% of Waddell & Reed Financial's portfolio in Q1 2021, its #131 holding.
Waddell & Reed Financial first reported a position in Palo Alto Networks in Q2 2013 and has held it in 13 quarters since.
Waddell & Reed Financial's Palo Alto Networks position peaked at $128M in Q4 2020.
965 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.