AJ Wealth Strategies’s Palo Alto Networks PANW Stock Holding History

AJ Wealth Strategies’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 Q2	$286K	Buy	2,238 +42	+2%	+$4.37K	0.01%	245
2023 Q1	$219K	Buy	+2,196	New	+$186K	0.01%	264
2022 Q2	–	Sell	-2,196	Closed	-$228K	–	331
2022 Q1	$228K	Hold	2,196	–	–	0.01%	284
2021 Q4	$204K	Buy	+2,196	New	+$190K	0.01%	284

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

AJ Wealth Strategies's PANW Position: Q2 2023 in Review

AJ Wealth Strategies increased its Palo Alto Networks (PANW) stake by 1.9% in Q2 2023, buying an estimated $4.37K and bringing the position to 2,238 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #245.

AJ Wealth Strategies first reported a position in PANW in Q4 2021 and has held it in 4 quarters since. 1,593 funds tracked by Wall St. Rank hold PANW as of Q2 2023.

AJ Wealth Strategies held 2,238 shares of Palo Alto Networks worth $286K as of Q2 2023.
AJ Wealth Strategies bought 42 Palo Alto Networks shares in Q2 2023, an estimated $4.37K.
Palo Alto Networks made up 0.01% of AJ Wealth Strategies's portfolio in Q2 2023, its #245 holding.
AJ Wealth Strategies first reported a position in Palo Alto Networks in Q4 2021 and has held it in 4 quarters since.
1,593 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.