Wunderlich Capital Managemnt’s Palo Alto Networks PANW Stock Holding History

Wunderlich Capital Managemnt’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
2022 Q2	–	Sell	-41,268	Closed	-$4.28M	–	90
2022 Q1	$4.28M	Sell	41,268 -1,428	-3%	-$128K	2.02%	11
2021 Q4	$3.96M	Buy	42,696 +6	+0%	+$519	1.77%	14
2021 Q3	$3.41M	Sell	42,690 -192	-0.4%	-$13.5K	1.64%	17
2021 Q2	$2.65M	Buy	42,882 +492	+1%	+$29.1K	1.34%	34
2021 Q1	$2.27M	Sell	42,390 -1,266	-3%	-$75.2K	1.24%	42
2020 Q4	$2.59M	Sell	43,656 -1,254	-3%	-$58.6K	1.43%	24
2020 Q3	$1.83M	Buy	44,910 +1,794	+4%	+$74.6K	1.13%	40
2020 Q2	$1.65M	Buy	43,116 +360	+0.8%	+$12.7K	1.16%	36
2020 Q1	$1.17M	Sell	42,756 -1,026	-2%	-$35.8K	0.96%	50
2019 Q4	$1.69M	Sell	43,782 -54	-0.1%	-$2.04K	1.06%	54
2019 Q3	$1.49M	Buy	43,836 +336	+0.8%	+$11.9K	1.02%	56
2019 Q2	$1.48M	Buy	43,500 +906	+2%	+$33.9K	0.98%	57
2019 Q1	$1.72M	Buy	42,594 +594	+1%	+$22K	1.2%	40
2018 Q4	$1.32M	Buy	+42,000	New	+$1.31M	1.01%	50
2018 Q3	–	Sell	-48,906	Closed	-$1.68M	–	91
2018 Q2	$1.68M	Sell	48,906 -948	-2%	-$31.6K	1.16%	38
2018 Q1	$1.51M	Sell	49,854 -318	-0.6%	-$8.84K	1.04%	50
2017 Q4	$1.21M	Buy	50,172 +924	+2%	+$22.5K	0.84%	65
2017 Q3	$1.18M	Sell	49,248 -132	-0.3%	-$3.01K	0.88%	62
2017 Q2	$1.1M	Sell	49,380 -288	-0.6%	-$5.82K	0.82%	64
2017 Q1	$933K	Buy	49,668 +25,578	+106%	+$572K	0.73%	69
2016 Q4	$502K	Buy	24,090 +15,048	+166%	+$361K	0.41%	76
2016 Q3	$240K	Buy	9,042 +2,088	+30%	+$47.6K	0.19%	85
2016 Q2	$142K	Buy	6,954 +3,168	+84%	+$73.4K	0.12%	86
2016 Q1	$103K	Buy	+3,786	New	+$93.1K	0.09%	88

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wunderlich Capital Managemnt's PANW Position: Q2 2022 in Review

Wunderlich Capital Managemnt sold out of Palo Alto Networks (PANW) in Q2 2022, closing a stake of 41,268 shares — an estimated $4.28M sold.

Wunderlich Capital Managemnt first reported a position in PANW in Q1 2016 and held it in 24 quarters. The position peaked at $4.28M in Q1 2022. 1,329 funds tracked by Wall St. Rank hold PANW as of Q2 2022.

Wunderlich Capital Managemnt reported no remaining Palo Alto Networks position as of Q2 2022 after selling out during the quarter.
Wunderlich Capital Managemnt sold 41,268 Palo Alto Networks shares in Q2 2022, an estimated $4.28M.
Wunderlich Capital Managemnt first reported a position in Palo Alto Networks in Q1 2016 and held it in 24 quarters.
Wunderlich Capital Managemnt's Palo Alto Networks position peaked at $4.28M in Q1 2022.
1,329 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2022.

Based on Wunderlich Capital Managemnt's 13F filing for Q2 2022, filed 15 Aug 2022.