Alterity Financial Group’s Palo Alto Networks PANW Stock Holding History

Alterity Financial Group’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	$452K	Sell	3,066 -270	-8%	-$36.1K	0.65%	45
2023 Q3	$391K	Hold	3,336	–	–	0.62%	45
2023 Q2	$426K	Sell	3,336 -850	-20%	-$88.4K	0.62%	43
2023 Q1	$418K	Buy	4,186 +88	+2%	+$7.46K	0.61%	43
2022 Q4	$286K	Sell	4,098 -24	-0.6%	-$1.93K	0.46%	52
2022 Q3	$338K	Buy	4,122 +504	+14%	+$43.6K	0.55%	50
2022 Q2	$298K	Buy	+3,618	New	+$321K	0.44%	60
2021 Q1	$337K	Buy	+3,252	New	+$193K	0.41%	59

Other funds holding PANW

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Alterity Financial Group's PANW Position: Q4 2023 in Review

Alterity Financial Group reduced its Palo Alto Networks (PANW) stake by 8.1% in Q4 2023, selling an estimated $36.1K and leaving 3,066 shares worth $452K. The position accounts for 0.65% of the portfolio, ranked #45.

Alterity Financial Group first reported a position in PANW in Q1 2021 and has held it in 8 quarters since. 1,838 funds tracked by Wall St. Rank hold PANW as of Q4 2023.

Alterity Financial Group held 3,066 shares of Palo Alto Networks worth $452K as of Q4 2023.
Alterity Financial Group sold 270 Palo Alto Networks shares in Q4 2023, an estimated $36.1K.
Palo Alto Networks made up 0.65% of Alterity Financial Group's portfolio in Q4 2023, its #45 holding.
Alterity Financial Group first reported a position in Palo Alto Networks in Q1 2021 and has held it in 8 quarters since.
1,838 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2023.

Based on Alterity Financial Group's 13F filing for Q4 2023, filed 18 Jan 2024.