Alcosta Capital Management’s Palo Alto Networks PANW Stock Holding History

Alcosta Capital 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
2024 Q1	–	Sell	-28,130	Closed	-$4.15M	–	31
2023 Q4	$4.15M	Sell	28,130 -172	-0.6%	-$23K	3%	16
2023 Q3	$3.32M	Buy	28,302 +92	+0.3%	+$10.9K	2.76%	16
2023 Q2	$3.6M	Buy	+28,210	New	+$2.94M	2.92%	15
2022 Q4	–	Sell	-33,852	Closed	-$2.77M	–	37
2022 Q3	$2.77M	Sell	33,852 -936	-3%	-$81.1K	2.72%	22
2022 Q2	$2.86M	Buy	34,788 +60	+0.2%	+$5.32K	2.72%	23
2022 Q1	$3.6M	Buy	+34,728	New	+$3.11M	2.59%	23

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Norges Bank Oslo, Norway $1T AUM

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

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

Alcosta Capital Management's PANW Position: Q1 2024 in Review

Alcosta Capital Management sold out of Palo Alto Networks (PANW) in Q1 2024, closing a stake of 28,130 shares — an estimated $4.15M sold.

Alcosta Capital Management first reported a position in PANW in Q1 2022 and held it in 6 quarters. The position peaked at $4.15M in Q4 2023. 1,899 funds tracked by Wall St. Rank hold PANW as of Q1 2024.

Alcosta Capital Management reported no remaining Palo Alto Networks position as of Q1 2024 after selling out during the quarter.
Alcosta Capital Management sold 28,130 Palo Alto Networks shares in Q1 2024, an estimated $4.15M.
Alcosta Capital Management first reported a position in Palo Alto Networks in Q1 2022 and held it in 6 quarters.
Alcosta Capital Management's Palo Alto Networks position peaked at $4.15M in Q4 2023.
1,899 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2024.

Based on Alcosta Capital Management's 13F filing for Q1 2024, filed 13 May 2024.