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Accordant Advisory Group’s Palo Alto Networks PANW Stock Holding History

Accordant Advisory Group’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
Q2 		– Sell
-156
Closed -$22.2K – 206
2024
Q1 		$22.2K Buy
+156
New +$24.6K 0.02% 153

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Accordant Advisory Group's PANW Position: Q2 2024 in Review

Accordant Advisory Group sold out of Palo Alto Networks (PANW) in Q2 2024, closing a stake of 156 shares — an estimated $22.2K sold.

Accordant Advisory Group first reported a position in PANW in Q1 2024 and held it in 1 quarter. The position peaked at $22.2K in Q1 2024. 2,007 funds tracked by Wall St. Rank hold PANW as of Q2 2024.

  • Accordant Advisory Group reported no remaining Palo Alto Networks position as of Q2 2024 after selling out during the quarter.
  • Accordant Advisory Group sold 156 Palo Alto Networks shares in Q2 2024, an estimated $22.2K.
  • Accordant Advisory Group first reported a position in Palo Alto Networks in Q1 2024 and held it in 1 quarter.
  • Accordant Advisory Group's Palo Alto Networks position peaked at $22.2K in Q1 2024.
  • 2,007 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2024.

Based on Accordant Advisory Group's 13F filing for Q2 2024, filed 19 Jul 2024.