American Portfolios Advisors’s Palo Alto Networks PANW Stock Holding History

American Portfolios 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
2022 Q3	$3.41M	Sell	41,598 -19,416	-32%	-$1.68M	0.14%	142
2022 Q2	$5.02M	Sell	61,014 -4,734	-7%	-$420K	0.21%	100
2022 Q1	$6.82M	Buy	65,748 +11,964	+22%	+$1.07M	0.23%	76
2021 Q4	$4.99M	Buy	53,784 +6,222	+13%	+$538K	0.17%	118
2021 Q3	$3.8M	Buy	47,562 +6,144	+15%	+$432K	0.14%	139
2021 Q2	$2.56M	Buy	41,418 +4,140	+11%	+$245K	0.1%	210
2021 Q1	$2M	Buy	37,278 +7,446	+25%	+$443K	0.09%	230
2020 Q4	$1.77M	Buy	29,832 +7,884	+36%	+$368K	0.09%	215
2020 Q3	$895K	Buy	21,948 +4,284	+24%	+$178K	0.05%	316
2020 Q2	$676K	Buy	17,664 +2,190	+14%	+$77.2K	0.04%	365
2020 Q1	$423K	Buy	15,474 +6,342	+69%	+$221K	0.04%	406
2019 Q4	$352K	Buy	9,132 +1,440	+19%	+$54.5K	0.03%	541
2019 Q3	$261K	Buy	7,692 +1,290	+20%	+$45.7K	0.02%	613
2019 Q2	$217K	Buy	6,402 +2,970	+87%	+$111K	0.02%	682
2019 Q1	$139K	Buy	3,432 +576	+20%	+$21.4K	0.01%	754
2018 Q4	$89.7K	Hold	2,856	–	–	0.01%	764
2018 Q3	$107K	Sell	2,856 -7,716	-73%	-$281K	0.01%	795
2018 Q2	$362K	Buy	10,572 +7,776	+278%	+$259K	0.05%	359
2018 Q1	$84.6K	Hold	2,796	–	–	0.01%	818
2017 Q4	$67.5K	Buy	+2,796	New	+$68K	0.01%	881

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

American Portfolios Advisors's PANW Position: Q3 2022 in Review

American Portfolios Advisors reduced its Palo Alto Networks (PANW) stake by 32% in Q3 2022, selling an estimated $1.68M and leaving 41,598 shares worth $3.41M. The position accounts for 0.14% of the portfolio, ranked #142.

American Portfolios Advisors first reported a position in PANW in Q4 2017 and has held it in 20 quarters since. The position peaked at $6.82M in Q1 2022. 1,354 funds tracked by Wall St. Rank hold PANW as of Q3 2022.

American Portfolios Advisors held 41,598 shares of Palo Alto Networks worth $3.41M as of Q3 2022.
American Portfolios Advisors sold 19,416 Palo Alto Networks shares in Q3 2022, an estimated $1.68M.
Palo Alto Networks made up 0.14% of American Portfolios Advisors's portfolio in Q3 2022, its #142 holding.
American Portfolios Advisors first reported a position in Palo Alto Networks in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's Palo Alto Networks position peaked at $6.82M in Q1 2022.
1,354 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.