WealthStone’s Palo Alto Networks PANW Stock Holding History

WealthStone’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	$251K	Buy	4,686 +114	+2%	+$6.78K	0.09%	199
2020 Q4	$271K	Buy	+4,572	New	+$214K	0.1%	152
2020 Q3	–	Sell	-6,000	Closed	-$230K	–	232
2020 Q2	$230K	Buy	+6,000	New	+$211K	0.11%	135
2019 Q3	–	Sell	-18	Closed	-$611	–	443
2019 Q2	$611	Buy	+18	New	+$673	﹤0.01%	792

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

GIM

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

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

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

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

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

WealthStone's PANW Position: Q1 2021 in Review

WealthStone increased its Palo Alto Networks (PANW) stake by 2.5% in Q1 2021, buying an estimated $6.78K and bringing the position to 4,686 shares worth $251K. The position accounts for 0.09% of the portfolio, ranked #199.

WealthStone first reported a position in PANW in Q2 2019 and has held it in 4 quarters since. The position peaked at $271K in Q4 2020. 964 funds tracked by Wall St. Rank hold PANW as of Q1 2021.

WealthStone held 4,686 shares of Palo Alto Networks worth $251K as of Q1 2021.
WealthStone bought 114 Palo Alto Networks shares in Q1 2021, an estimated $6.78K.
Palo Alto Networks made up 0.09% of WealthStone's portfolio in Q1 2021, its #199 holding.
WealthStone first reported a position in Palo Alto Networks in Q2 2019 and has held it in 4 quarters since.
WealthStone's Palo Alto Networks position peaked at $271K in Q4 2020.
964 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.