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Wealthspire Advisors (Maryland)’s Palo Alto Networks PANW Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$272K Buy
6,660
+1,296
+24% +$53.9K 0.01% 363
2020
Q2 		$205K Buy
+5,364
New +$189K 0.01% 419
2020
Q1 		– Sell
-5,502
Closed -$212K – 485
2019
Q4 		$212K Buy
+5,502
New +$208K 0.01% 460
2019
Q2 		– Sell
-912
Closed -$37K – 1543
2019
Q1 		$37K Buy
912
+324
+55% +$12K ﹤0.01% 1024
2018
Q4 		$18K Buy
588
+168
+40% +$5.24K ﹤0.01% 1250
2018
Q3 		$16K Sell
420
-300
-42% -$10.9K ﹤0.01% 1391
2018
Q2 		$25K Sell
720
-12
-2% -$400 ﹤0.01% 1228
2018
Q1 		$22K Buy
732
+18
+3% +$500 ﹤0.01% 1266
2017
Q4 		$17K Sell
714
-90
-11% -$2.19K ﹤0.01% 1380
2017
Q3 		$19K Buy
804
+402
+100% +$9.16K ﹤0.01% 1311
2017
Q2 		$9K Buy
402
+342
+570% +$6.91K ﹤0.01% 1578
2017
Q1 		$1K Sell
60
-14,742
-100% -$330K ﹤0.01% 1823
2016
Q4 		$308K Hold
14,802
– – 0.05% 266
2016
Q3 		$393K Buy
14,802
+978
+7% +$22.3K 0.06% 215
2016
Q2 		$283K Buy
13,824
+2,118
+18% +$49.1K 0.05% 268
2016
Q1 		$318K Sell
11,706
-708
-6% -$17.4K 0.06% 242
2015
Q4 		$364K Buy
+12,414
New +$358K 0.07% 211

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PANW Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Palo Alto Networks (PANW) stake by 24% in Q3 2020, buying an estimated $53.9K and bringing the position to 6,660 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #363.

Wealthspire Advisors (Maryland) first reported a position in PANW in Q4 2015 and has held it in 17 quarters since. The position peaked at $393K in Q3 2016. 821 funds tracked by Wall St. Rank hold PANW as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 6,660 shares of Palo Alto Networks worth $272K as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 1,296 Palo Alto Networks shares in Q3 2020, an estimated $53.9K.
  • Palo Alto Networks made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #363 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Palo Alto Networks in Q4 2015 and has held it in 17 quarters since.
  • Wealthspire Advisors (Maryland)'s Palo Alto Networks position peaked at $393K in Q3 2016.
  • 821 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.