WA
PANW icon

Winfield Associates’s Palo Alto Networks PANW Stock Holding History

Winfield Associates’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
-13,710
Closed -$555K – 130
2019
Q1 		$555K Sell
13,710
-60
-0.4% -$2.23K 0.3% 71
2018
Q4 		$432K Hold
13,770
– – 0.26% 75
2018
Q3 		$517K Hold
13,770
– – 0.25% 74
2018
Q2 		$472K Buy
13,770
+600
+5% +$20K 0.25% 79
2018
Q1 		$398K Buy
13,170
+390
+3% +$10.8K 0.21% 87
2017
Q4 		$310K Sell
12,780
-2,370
-16% -$57.7K 0.16% 102
2017
Q3 		$363K Sell
15,150
-1,860
-11% -$42.4K 0.19% 94
2017
Q2 		$380K Sell
17,010
-90
-0.5% -$1.82K 0.21% 87
2017
Q1 		$321K Buy
17,100
+1,260
+8% +$28.2K 0.18% 93
2016
Q4 		$330K Sell
15,840
-1,230
-7% -$29.5K 0.2% 91
2016
Q3 		$453K Buy
17,070
+150
+0.9% +$3.42K 0.28% 81
2016
Q2 		$346K Buy
16,920
+2,640
+18% +$61.1K 0.23% 86
2016
Q1 		$389K Buy
14,280
+3,660
+34% +$90K 0.26% 77
2015
Q4 		$312K Buy
10,620
+5,400
+103% +$156K 0.21% 85
2015
Q3 		$150K Buy
+5,220
New +$154K 0.11% 112

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Winfield Associates's PANW Position: Q2 2019 in Review

Winfield Associates sold out of Palo Alto Networks (PANW) in Q2 2019, closing a stake of 13,710 shares — an estimated $555K sold.

Winfield Associates first reported a position in PANW in Q3 2015 and held it in 15 quarters. The position peaked at $555K in Q1 2019. 766 funds tracked by Wall St. Rank hold PANW as of Q2 2019.

  • Winfield Associates reported no remaining Palo Alto Networks position as of Q2 2019 after selling out during the quarter.
  • Winfield Associates sold 13,710 Palo Alto Networks shares in Q2 2019, an estimated $555K.
  • Winfield Associates first reported a position in Palo Alto Networks in Q3 2015 and held it in 15 quarters.
  • Winfield Associates's Palo Alto Networks position peaked at $555K in Q1 2019.
  • 766 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2019.

Based on Winfield Associates's 13F filing for Q2 2019, filed 3 Jul 2019.