WESPAC Advisors SoCal’s Palo Alto Networks PANW Stock Holding History

WESPAC Advisors SoCal’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
2019 Q2	–	Sell	-558	Closed	-$22K	–	234
2019 Q1	$22K	Hold	558	–	–	0.01%	168
2018 Q4	$17K	Buy	+558	New	+$17.4K	0.01%	197
2018 Q1	–	Sell	-12,450	Closed	-$300K	–	292
2017 Q4	$300K	Hold	12,450	–	–	0.17%	64
2017 Q3	$299K	Sell	12,450 -300	-2%	-$6.83K	0.18%	66
2017 Q2	$284K	Buy	12,750 +300	+2%	+$6.06K	0.18%	66
2017 Q1	$234K	Buy	12,450 +3,300	+36%	+$73.8K	0.15%	76
2016 Q4	$191K	Sell	9,150 -222	-2%	-$5.32K	0.12%	85
2016 Q3	$249K	Buy	9,372 +822	+10%	+$18.7K	0.17%	74
2016 Q2	$175K	Sell	8,550 -600	-7%	-$13.9K	0.11%	82
2016 Q1	$249K	Sell	9,150 -3,330	-27%	-$81.9K	0.18%	67
2015 Q4	$366K	Buy	+12,480	New	+$360K	0.24%	62

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

WESPAC Advisors SoCal's PANW Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of Palo Alto Networks (PANW) in Q2 2019, closing a stake of 558 shares — an estimated $22K sold.

WESPAC Advisors SoCal first reported a position in PANW in Q4 2015 and held it in 11 quarters. The position peaked at $366K in Q4 2015. 766 funds tracked by Wall St. Rank hold PANW as of Q2 2019.

WESPAC Advisors SoCal reported no remaining Palo Alto Networks position as of Q2 2019 after selling out during the quarter.
WESPAC Advisors SoCal sold 558 Palo Alto Networks shares in Q2 2019, an estimated $22K.
WESPAC Advisors SoCal first reported a position in Palo Alto Networks in Q4 2015 and held it in 11 quarters.
WESPAC Advisors SoCal's Palo Alto Networks position peaked at $366K in Q4 2015.
766 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.