Wealthstreet Investment Advisors’s Palo Alto Networks PANW Stock Holding History

Wealthstreet Investment 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
2022 Q1	$62K	Hold	600	–	–	1.67%	19
2021 Q4	$56K	Hold	600	–	–	1.38%	22
2021 Q3	$48K	Sell	600 -900	-60%	-$63.2K	1.33%	23
2021 Q2	$93K	Sell	1,500 -63,600	-98%	-$3.77M	0.48%	50
2021 Q1	$3.49M	Hold	65,100	–	–	0.34%	71
2020 Q4	$3.86M	Hold	65,100	–	–	0.39%	61
2020 Q3	$2.65M	Hold	65,100	–	–	0.3%	74
2020 Q2	$2.49M	Sell	65,100 -150	-0.2%	-$5.29K	0.31%	75
2020 Q1	$1.78M	Sell	65,250 -11,160	-15%	-$390K	0.26%	90
2019 Q4	$2.94M	Buy	76,410 +9,600	+14%	+$363K	0.34%	68
2019 Q3	$2.5M	Hold	66,810	–	–	0.32%	73
2019 Q2	$2.27M	Sell	66,810 -1,800	-3%	-$67.3K	0.29%	83
2019 Q1	$2.78M	Sell	68,610 -120	-0.2%	-$4.45K	0.37%	71
2018 Q4	$2.38M	Sell	68,730 -900	-1%	-$28.1K	0.33%	74
2018 Q3	$2.61M	Buy	69,630 +60	+0.1%	+$2.18K	0.32%	74
2018 Q2	$2.38M	Sell	69,570 -300	-0.4%	-$10K	0.32%	80
2018 Q1	$2.11M	Sell	69,870 -3,300	-5%	-$91.7K	0.27%	93
2017 Q4	$1.77M	Buy	+73,170	New	+$1.78M	0.21%	109

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Wealthstreet Investment Advisors's PANW Position: Q1 2022 in Review

Wealthstreet Investment Advisors held its Palo Alto Networks (PANW) position steady in Q1 2022 at 600 shares worth $62K. The position accounts for 1.67% of the portfolio, ranked #19.

Wealthstreet Investment Advisors first reported a position in PANW in Q4 2017 and has held it in 18 quarters since. The position peaked at $3.86M in Q4 2020. 1,315 funds tracked by Wall St. Rank hold PANW as of Q1 2022.

Wealthstreet Investment Advisors held 600 shares of Palo Alto Networks worth $62K as of Q1 2022.
Wealthstreet Investment Advisors left its Palo Alto Networks share count unchanged in Q1 2022.
Palo Alto Networks made up 1.67% of Wealthstreet Investment Advisors's portfolio in Q1 2022, its #19 holding.
Wealthstreet Investment Advisors first reported a position in Palo Alto Networks in Q4 2017 and has held it in 18 quarters since.
Wealthstreet Investment Advisors's Palo Alto Networks position peaked at $3.86M in Q4 2020.
1,315 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2022.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.