Aevitas Wealth Management’s Palo Alto Networks PANW Stock Holding History

Aevitas 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
2022 Q4	$4.05M	Sell	58,066 -740	-1%	-$59.4K	2.4%	11
2022 Q3	$4.82M	Sell	58,806 -288	-0.5%	-$24.9K	3.62%	5
2022 Q2	$4.87M	Sell	59,094 -600	-1%	-$53.2K	3.29%	6
2022 Q1	$6.19M	Buy	59,694 +7,326	+14%	+$656K	3.79%	4
2021 Q4	$4.86M	Buy	52,368 +720	+1%	+$62.3K	2.89%	8
2021 Q3	$4.12M	Buy	51,648 +1,200	+2%	+$84.3K	2.63%	8
2021 Q2	$3.12M	Buy	50,448 +360	+0.7%	+$21.3K	1.99%	12
2021 Q1	$2.69M	Buy	50,088 +498	+1%	+$29.6K	1.88%	12
2020 Q4	$2.94M	Buy	49,590 +2,580	+5%	+$121K	2.15%	9
2020 Q3	$1.92M	Buy	47,010 +38,760	+470%	+$1.61M	1.58%	12
2020 Q2	$316K	Buy	+8,250	New	+$291K	0.29%	80

Other funds holding PANW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aevitas Wealth Management's PANW Position: Q4 2022 in Review

Aevitas Wealth Management reduced its Palo Alto Networks (PANW) stake by 1.3% in Q4 2022, selling an estimated $59.4K and leaving 58,066 shares worth $4.05M. The position accounts for 2.4% of the portfolio, ranked #11.

Aevitas Wealth Management first reported a position in PANW in Q2 2020 and has held it in 11 quarters since. The position peaked at $6.19M in Q1 2022. 1,377 funds tracked by Wall St. Rank hold PANW as of Q4 2022.

Aevitas Wealth Management held 58,066 shares of Palo Alto Networks worth $4.05M as of Q4 2022.
Aevitas Wealth Management sold 740 Palo Alto Networks shares in Q4 2022, an estimated $59.4K.
Palo Alto Networks made up 2.4% of Aevitas Wealth Management's portfolio in Q4 2022, its #11 holding.
Aevitas Wealth Management first reported a position in Palo Alto Networks in Q2 2020 and has held it in 11 quarters since.
Aevitas Wealth Management's Palo Alto Networks position peaked at $6.19M in Q1 2022.
1,377 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.