ARS Investment Partners’s Palo Alto Networks PANW Stock Holding History

ARS Investment Partners’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 Q4	–	Sell	-3,510	Closed	-$287K	–	172
2022 Q3	$287K	Buy	+3,510	New	+$304K	0.04%	124
2022 Q1	–	Sell	-2,190	Closed	-$203K	–	182
2021 Q4	$203K	Buy	+2,190	New	+$189K	0.02%	154
2020 Q1	–	Sell	-304,476	Closed	-$11.7M	–	107
2019 Q4	$11.7M	Buy	304,476 +1,770	+0.6%	+$66.9K	1.97%	18
2019 Q3	$10.3M	Buy	302,706 +90,768	+43%	+$3.21M	1.85%	22
2019 Q2	$7.2M	Buy	+211,938	New	+$7.93M	1.21%	27

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

ARS Investment Partners's PANW Position: Q4 2022 in Review

ARS Investment Partners sold out of Palo Alto Networks (PANW) in Q4 2022, closing a stake of 3,510 shares — an estimated $287K sold.

ARS Investment Partners first reported a position in PANW in Q2 2019 and held it in 5 quarters. The position peaked at $11.7M in Q4 2019. 1,377 funds tracked by Wall St. Rank hold PANW as of Q4 2022.

ARS Investment Partners reported no remaining Palo Alto Networks position as of Q4 2022 after selling out during the quarter.
ARS Investment Partners sold 3,510 Palo Alto Networks shares in Q4 2022, an estimated $287K.
ARS Investment Partners first reported a position in Palo Alto Networks in Q2 2019 and held it in 5 quarters.
ARS Investment Partners's Palo Alto Networks position peaked at $11.7M in Q4 2019.
1,377 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2022.

Based on ARS Investment Partners's 13F filing for Q4 2022, filed 25 Jan 2023.