WWM
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Willingdon Wealth Management’s Palo Alto Networks PANW Stock Holding History

Willingdon Wealth 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
2020
Q1 		– Sell
-18
Closed -$1K – 364
2019
Q4 		$1K Hold
18
– – ﹤0.01% 363
2019
Q3 		$1K Buy
+18
New +$637 ﹤0.01% 454

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Renaissance Technologies
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GIM
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ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Willingdon Wealth Management's PANW Position: Q1 2020 in Review

Willingdon Wealth Management sold out of Palo Alto Networks (PANW) in Q1 2020, closing a stake of 18 shares — an estimated $1K sold.

Willingdon Wealth Management first reported a position in PANW in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 699 funds tracked by Wall St. Rank hold PANW as of Q1 2020.

  • Willingdon Wealth Management reported no remaining Palo Alto Networks position as of Q1 2020 after selling out during the quarter.
  • Willingdon Wealth Management sold 18 Palo Alto Networks shares in Q1 2020, an estimated $1K.
  • Willingdon Wealth Management first reported a position in Palo Alto Networks in Q3 2019 and held it in 2 quarters.
  • Willingdon Wealth Management's Palo Alto Networks position peaked at $1K in Q4 2019.
  • 699 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2020.

Based on Willingdon Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.