Advisory Research’s Palo Alto Networks PANW Stock Holding History

Advisory Research’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 Q4	–	Sell	-3,974	Closed	-$466K	–	442
2023 Q3	$466K	Buy	3,974 +312	+9%	+$36.9K	0.06%	289
2023 Q2	$468K	Buy	+3,662	New	+$381K	0.06%	297
2018 Q3	–	Sell	-13,392	Closed	-$459K	–	384
2018 Q2	$459K	Buy	+13,392	New	+$446K	0.01%	318
2017 Q1	–	Sell	-42,702	Closed	-$890K	–	412
2016 Q4	$890K	Buy	+42,702	New	+$1.02M	0.01%	289

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 $3.38T AUM 44.17% 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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Norges Bank Oslo, Norway $1T AUM

Advisory Research's PANW Position: Q4 2023 in Review

Advisory Research sold out of Palo Alto Networks (PANW) in Q4 2023, closing a stake of 3,974 shares — an estimated $466K sold.

Advisory Research first reported a position in PANW in Q4 2016 and held it in 4 quarters. The position peaked at $890K in Q4 2016. 1,838 funds tracked by Wall St. Rank hold PANW as of Q4 2023.

Advisory Research reported no remaining Palo Alto Networks position as of Q4 2023 after selling out during the quarter.
Advisory Research sold 3,974 Palo Alto Networks shares in Q4 2023, an estimated $466K.
Advisory Research first reported a position in Palo Alto Networks in Q4 2016 and held it in 4 quarters.
Advisory Research's Palo Alto Networks position peaked at $890K in Q4 2016.
1,838 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.