Annapolis Financial Services’s Palo Alto Networks PANW Stock Holding History

Annapolis Financial Services’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	$255	Buy	+2	New	+$337	﹤0.01%	435
2023 Q4	–	Sell	-12	Closed	-$1.41K	–	488
2023 Q3	$1.41K	Buy	+12	New	+$1.42K	﹤0.01%	443
2022 Q4	–	Sell	-54	Closed	-$4K	–	507
2022 Q3	$4K	Hold	54	–	–	﹤0.01%	416
2022 Q2	$4K	Hold	54	–	–	﹤0.01%	352
2022 Q1	$6K	Hold	54	–	–	﹤0.01%	328
2021 Q4	$5K	Hold	54	–	–	﹤0.01%	352
2021 Q3	$4K	Hold	54	–	–	﹤0.01%	358
2021 Q2	$3K	Hold	54	–	–	﹤0.01%	363
2021 Q1	$3K	Hold	54	–	–	﹤0.01%	345
2020 Q4	$3K	Buy	+54	New	+$2.52K	﹤0.01%	348

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

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Annapolis Financial Services's PANW Position: Q3 2024 in Review

Annapolis Financial Services opened a new position in Palo Alto Networks (PANW) in Q3 2024: 2 shares worth $255. The stake represents ﹤0.01% of the portfolio and ranks #435 among its holdings. This is a return to the name: Annapolis Financial Services previously reported a position in PANW as recently as Q3 2023.

Annapolis Financial Services first reported a position in PANW in Q4 2020 and has held it in 10 quarters since. The position peaked at $6K in Q1 2022. 2,065 funds tracked by Wall St. Rank hold PANW as of Q3 2024.

Annapolis Financial Services held 2 shares of Palo Alto Networks worth $255 as of Q3 2024.
Palo Alto Networks was a new Annapolis Financial Services position in Q3 2024.
Palo Alto Networks made up ﹤0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #435 holding.
Annapolis Financial Services first reported a position in Palo Alto Networks in Q4 2020 and has held it in 10 quarters since.
Annapolis Financial Services's Palo Alto Networks position peaked at $6K in Q1 2022.
2,065 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.