Advisor Partners II’s Palo Alto Networks PANW Stock Holding History

Advisor Partners II’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 Q3	$1.13M	Buy	9,660 +338	+4%	+$40K	0.05%	442
2023 Q2	$1.19M	Buy	9,322 +3,398	+57%	+$354K	0.06%	345
2023 Q1	$592K	Buy	5,924 +834	+16%	+$70.7K	0.03%	492
2022 Q4	$355K	Buy	5,090 +1,672	+49%	+$134K	0.02%	629
2022 Q3	$280K	Buy	+3,418	New	+$296K	0.02%	634

Other funds holding PANW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Advisor Partners II's PANW Position: Q3 2023 in Review

Advisor Partners II increased its Palo Alto Networks (PANW) stake by 3.6% in Q3 2023, buying an estimated $40K and bringing the position to 9,660 shares worth $1.13M. The position accounts for 0.05% of the portfolio, ranked #442.

Advisor Partners II first reported a position in PANW in Q3 2022 and has held it in 5 quarters since. The position peaked at $1.19M in Q2 2023. 1,635 funds tracked by Wall St. Rank hold PANW as of Q3 2023.

Advisor Partners II held 9,660 shares of Palo Alto Networks worth $1.13M as of Q3 2023.
Advisor Partners II bought 338 Palo Alto Networks shares in Q3 2023, an estimated $40K.
Palo Alto Networks made up 0.05% of Advisor Partners II's portfolio in Q3 2023, its #442 holding.
Advisor Partners II first reported a position in Palo Alto Networks in Q3 2022 and has held it in 5 quarters since.
Advisor Partners II's Palo Alto Networks position peaked at $1.19M in Q2 2023.
1,635 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.