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Arvest Trust’s Palo Alto Networks PANW Stock Holding History

Arvest 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
Q2 		$218K Sell
1,284
-1,012
-44% -$151K 0.01% 165
2024
Q1 		$326K Sell
2,296
-596
-21% -$94K 0.02% 140
2023
Q4 		$426K Buy
+2,892
New +$387K 0.03% 127
2023
Q3 		– Sell
-1,606
Closed -$201K – 164
2023
Q2 		$201K Buy
+1,606
New +$167K 0.01% 169

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Arvest Trust's PANW Position: Q2 2024 in Review

Arvest Trust reduced its Palo Alto Networks (PANW) stake by 44% in Q2 2024, selling an estimated $151K and leaving 1,284 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #165.

Arvest Trust first reported a position in PANW in Q2 2023 and has held it in 4 quarters since. The position peaked at $426K in Q4 2023. 2,008 funds tracked by Wall St. Rank hold PANW as of Q2 2024.

  • Arvest Trust held 1,284 shares of Palo Alto Networks worth $218K as of Q2 2024.
  • Arvest Trust sold 1,012 Palo Alto Networks shares in Q2 2024, an estimated $151K.
  • Palo Alto Networks made up 0.01% of Arvest Trust's portfolio in Q2 2024, its #165 holding.
  • Arvest Trust first reported a position in Palo Alto Networks in Q2 2023 and has held it in 4 quarters since.
  • Arvest Trust's Palo Alto Networks position peaked at $426K in Q4 2023.
  • 2,008 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2024.

Based on Arvest Trust's 13F filing for Q2 2024, filed 9 Aug 2024.