AT
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American Trust’s Palo Alto Networks PANW Stock Holding History

American Trust’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
-2,288
Closed -$337K – 309
2023
Q4 		$337K Sell
2,288
-648
-22% -$86.6K 0.02% 191
2023
Q3 		$344K Sell
2,936
-2,082
-41% -$246K 0.03% 195
2023
Q2 		$641K Sell
5,018
-702
-12% -$73K 0.04% 185
2023
Q1 		$571K Sell
5,720
-1,116
-16% -$94.6K 0.04% 193
2022
Q4 		$477K Sell
6,836
-712
-9% -$57.2K 0.04% 219
2022
Q3 		$1.86M Sell
7,548
-1,446
-16% -$125K 0.16% 100
2022
Q2 		$740K Buy
8,994
+2,562
+40% +$227K 0.06% 160
2022
Q1 		$667K Sell
6,432
-1,134
-15% -$101K 0.04% 197
2021
Q4 		$702K Buy
+7,566
New +$654K 0.05% 131

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return