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Advanced Asset Management Advisors’s Palo Alto Networks PANW Stock Holding History

Advanced Asset Management Advisors’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
2023
Q1 		– Sell
-300
Closed -$20.9K – 192
2022
Q4 		$20.9K Buy
+300
New +$24.1K 0.01% 130

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Advanced Asset Management Advisors's PANW Position: Q1 2023 in Review

Advanced Asset Management Advisors sold out of Palo Alto Networks (PANW) in Q1 2023, closing a stake of 300 shares — an estimated $20.9K sold.

Advanced Asset Management Advisors first reported a position in PANW in Q4 2022 and held it in 1 quarter. The position peaked at $20.9K in Q4 2022. 1,470 funds tracked by Wall St. Rank hold PANW as of Q1 2023.

  • Advanced Asset Management Advisors reported no remaining Palo Alto Networks position as of Q1 2023 after selling out during the quarter.
  • Advanced Asset Management Advisors sold 300 Palo Alto Networks shares in Q1 2023, an estimated $20.9K.
  • Advanced Asset Management Advisors first reported a position in Palo Alto Networks in Q4 2022 and held it in 1 quarter.
  • Advanced Asset Management Advisors's Palo Alto Networks position peaked at $20.9K in Q4 2022.
  • 1,470 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2023.

Based on Advanced Asset Management Advisors's 13F filing for Q1 2023, filed 11 May 2023.