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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 $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

American Trust's PANW Position: Q1 2024 in Review

American Trust sold out of Palo Alto Networks (PANW) in Q1 2024, closing a stake of 2,288 shares — an estimated $337K sold.

American Trust first reported a position in PANW in Q4 2021 and held it in 9 quarters. The position peaked at $1.86M in Q3 2022. 1,902 funds tracked by Wall St. Rank hold PANW as of Q1 2024.

  • American Trust reported no remaining Palo Alto Networks position as of Q1 2024 after selling out during the quarter.
  • American Trust sold 2,288 Palo Alto Networks shares in Q1 2024, an estimated $337K.
  • American Trust first reported a position in Palo Alto Networks in Q4 2021 and held it in 9 quarters.
  • American Trust's Palo Alto Networks position peaked at $1.86M in Q3 2022.
  • 1,902 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2024.

Based on American Trust's 13F filing for Q1 2024, filed 11 Jun 2024.