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World Asset Management’s Palo Alto Networks PANW Stock Holding History

World Asset 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
Q3 		$652K Sell
8,172
-870
-10% -$61.1K 0.06% 307
2021
Q2 		$559K Sell
9,042
-822
-8% -$48.7K 0.05% 385
2021
Q1 		$581K Sell
9,864
-492
-5% -$29.2K 0.05% 375
2020
Q4 		$613K Buy
10,356
+144
+1% +$6.73K 0.06% 327
2020
Q3 		$417K Sell
10,212
-360
-3% -$15K 0.04% 417
2020
Q2 		$405K Buy
10,572
+126
+1% +$4.44K 0.05% 399
2020
Q1 		$285K Sell
10,446
-5,994
-36% -$209K 0.03% 617
2019
Q4 		$634K Sell
16,440
-2,484
-13% -$93.9K 0.03% 517
2019
Q3 		$643K Buy
18,924
+522
+3% +$18.5K 0.03% 518
2019
Q2 		$625K Buy
18,402
+126
+0.7% +$4.71K 0.03% 546
2019
Q1 		$740K Sell
18,276
-438
-2% -$16.2K 0.04% 480
2018
Q4 		$587K Sell
18,714
-726
-4% -$22.6K 0.04% 510
2018
Q3 		$730K Buy
19,440
+378
+2% +$13.8K 0.03% 559
2018
Q2 		$653K Sell
19,062
-684
-3% -$22.8K 0.03% 599
2018
Q1 		$597K Sell
19,746
-4,896
-20% -$136K 0.03% 684
2017
Q4 		$595K Sell
24,642
-246
-1% -$5.99K 0.02% 799
2017
Q3 		$598K Buy
24,888
+192
+0.8% +$4.37K 0.02% 797
2017
Q2 		$551K Buy
24,696
+576
+2% +$11.6K 0.02% 813
2017
Q1 		$453K Buy
24,120
+5,034
+26% +$113K 0.01% 891
2016
Q4 		$398K Sell
19,086
-2,154
-10% -$51.6K 0.02% 906
2016
Q3 		$564K Buy
21,240
+10,194
+92% +$232K 0.02% 773
2016
Q2 		$226K Buy
11,046
+1,722
+18% +$39.9K 0.01% 1052
2016
Q1 		$254K Buy
9,324
+240
+3% +$5.9K 0.01% 976
2015
Q4 		$267K Buy
9,084
+876
+11% +$25.3K 0.01% 945
2015
Q3 		$235K Sell
8,208
-702
-8% -$20.7K 0.01% 977
2015
Q2 		$259K Sell
8,910
-3,600
-29% -$96.1K 0.01% 932
2015
Q1 		$305K Sell
12,510
-606
-5% -$13.6K 0.01% 1072
2014
Q4 		$268K Sell
13,116
-3,462
-21% -$63.8K 0.01% 1122
2014
Q3 		$271K Buy
+16,578
New +$238K 0.01% 1166

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return

World Asset Management's PANW Position: Q3 2021 in Review

World Asset Management reduced its Palo Alto Networks (PANW) stake by 9.6% in Q3 2021, selling an estimated $61.1K and leaving 8,172 shares worth $652K. The position accounts for 0.06% of the portfolio, ranked #307.

World Asset Management first reported a position in PANW in Q3 2014 and has held it in 29 quarters since. The position peaked at $740K in Q1 2019. 1,089 funds tracked by Wall St. Rank hold PANW as of Q3 2021.

  • World Asset Management held 8,172 shares of Palo Alto Networks worth $652K as of Q3 2021.
  • World Asset Management sold 870 Palo Alto Networks shares in Q3 2021, an estimated $61.1K.
  • Palo Alto Networks made up 0.06% of World Asset Management's portfolio in Q3 2021, its #307 holding.
  • World Asset Management first reported a position in Palo Alto Networks in Q3 2014 and has held it in 29 quarters since.
  • World Asset Management's Palo Alto Networks position peaked at $740K in Q1 2019.
  • 1,089 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2021.

Based on World Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.