9WM
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9258 Wealth Management’s Palo Alto Networks PANW Stock Holding History

9258 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
2024
Q3 		$618K Buy
3,616
+994
+38% +$167K 0.09% 177
2024
Q2 		$444K Buy
2,622
+358
+16% +$53.5K 0.07% 210
2024
Q1 		$322K Buy
2,264
+434
+24% +$68.5K 0.05% 261
2023
Q4 		$270K Buy
1,830
+22
+1% +$2.94K 0.05% 266
2023
Q3 		$212K Sell
1,808
-22
-1% -$2.6K 0.04% 294
2023
Q2 		$234K Buy
+1,830
New +$190K 0.04% 288

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

9258 Wealth Management's PANW Position: Q3 2024 in Review

9258 Wealth Management increased its Palo Alto Networks (PANW) stake by 38% in Q3 2024, buying an estimated $167K and bringing the position to 3,616 shares worth $618K. The position accounts for 0.09% of the portfolio, ranked #177.

9258 Wealth Management first reported a position in PANW in Q2 2023 and has held it in 6 quarters since. 2,065 funds tracked by Wall St. Rank hold PANW as of Q3 2024.

  • 9258 Wealth Management held 3,616 shares of Palo Alto Networks worth $618K as of Q3 2024.
  • 9258 Wealth Management bought 994 Palo Alto Networks shares in Q3 2024, an estimated $167K.
  • Palo Alto Networks made up 0.09% of 9258 Wealth Management's portfolio in Q3 2024, its #177 holding.
  • 9258 Wealth Management first reported a position in Palo Alto Networks in Q2 2023 and has held it in 6 quarters since.
  • 2,065 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.