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Alera Investment Advisors’s Palo Alto Networks PANW Stock Holding History

Alera Investment Advisors’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
Q3 		$229K Buy
1,338
+62
+5% +$10.4K 0.03% 254
2024
Q2 		$216K Buy
+1,276
New +$191K 0.03% 248
2019
Q2 		– Sell
-306
Closed -$12K – 730
2019
Q1 		$12K Buy
306
+132
+76% +$4.9K 0.01% 423
2018
Q4 		$5K Buy
+174
New +$5.42K ﹤0.01% 606

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Alera Investment Advisors's PANW Position: Q3 2024 in Review

Alera Investment Advisors increased its Palo Alto Networks (PANW) stake by 4.9% in Q3 2024, buying an estimated $10.4K and bringing the position to 1,338 shares worth $229K. The position accounts for 0.03% of the portfolio, ranked #254.

Alera Investment Advisors first reported a position in PANW in Q4 2018 and has held it in 4 quarters since. 2,066 funds tracked by Wall St. Rank hold PANW as of Q3 2024.

  • Alera Investment Advisors held 1,338 shares of Palo Alto Networks worth $229K as of Q3 2024.
  • Alera Investment Advisors bought 62 Palo Alto Networks shares in Q3 2024, an estimated $10.4K.
  • Palo Alto Networks made up 0.03% of Alera Investment Advisors's portfolio in Q3 2024, its #254 holding.
  • Alera Investment Advisors first reported a position in Palo Alto Networks in Q4 2018 and has held it in 4 quarters since.
  • 2,066 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.