Weld Capital Management’s Palo Alto Networks PANW Stock Holding History

Weld Capital Management’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	–	Sell	-39,210	Closed	-$2.1M	–	347
2021 Q1	$2.1M	Buy	39,210 +21,486	+121%	+$1.28M	0.89%	14
2020 Q4	$1.05M	Buy	17,724 +3,066	+21%	+$143K	0.41%	57
2020 Q3	$598K	Buy	+14,658	New	+$610K	0.24%	152
2020 Q1	–	Sell	-31,044	Closed	-$1.2M	–	628
2019 Q4	$1.2M	Buy	31,044 +8,058	+35%	+$305K	0.23%	151
2019 Q3	$781K	Sell	22,986 -6,564	-22%	-$232K	0.14%	233
2019 Q2	$1M	Sell	29,550 -2,364	-7%	-$88.4K	0.18%	175
2019 Q1	$1.29M	Sell	31,914 -13,704	-30%	-$508K	0.24%	147
2018 Q4	$1.43M	Buy	+45,618	New	+$1.42M	0.32%	60

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

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

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

GIM

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Weld Capital Management's PANW Position: Q2 2021 in Review

Weld Capital Management sold out of Palo Alto Networks (PANW) in Q2 2021, closing a stake of 39,210 shares — an estimated $2.1M sold.

Weld Capital Management first reported a position in PANW in Q4 2018 and held it in 8 quarters. The position peaked at $2.1M in Q1 2021. 986 funds tracked by Wall St. Rank hold PANW as of Q2 2021.

Weld Capital Management reported no remaining Palo Alto Networks position as of Q2 2021 after selling out during the quarter.
Weld Capital Management sold 39,210 Palo Alto Networks shares in Q2 2021, an estimated $2.1M.
Weld Capital Management first reported a position in Palo Alto Networks in Q4 2018 and held it in 8 quarters.
Weld Capital Management's Palo Alto Networks position peaked at $2.1M in Q1 2021.
986 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2021.

Based on Weld Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.