AtonRa Partners’s Palo Alto Networks PANW Stock Holding History

AtonRa 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
2023 Q4	$428K	Sell	2,906 -442	-13%	-$59.1K	0.85%	47
2023 Q3	$392K	Sell	3,348 -1,070	-24%	-$127K	0.82%	52
2023 Q2	$564K	Sell	4,418 -402	-8%	-$41.8K	0.87%	43
2023 Q1	$481K	Sell	4,820 -11,716	-71%	-$993K	0.7%	66
2022 Q4	$1.15M	Sell	16,536 -3,154	-16%	-$253K	1.47%	13
2022 Q3	$1.61M	Sell	19,690 -1,028	-5%	-$89K	1.59%	8
2022 Q2	$1.71M	Sell	20,718 -5,538	-21%	-$491K	1.57%	7
2022 Q1	$2.73M	Sell	26,256 -12,108	-32%	-$1.08M	1.48%	15
2021 Q4	$3.56M	Sell	38,364 -6,606	-15%	-$571K	1.24%	26
2021 Q3	$3.59M	Buy	44,970 +1,350	+3%	+$94.8K	1.2%	28
2021 Q2	$2.7M	Sell	43,620 -2,160	-5%	-$128K	0.99%	45
2021 Q1	$2.46M	Buy	45,780 +3,546	+8%	+$211K	1.1%	38
2020 Q4	$2.5M	Buy	+42,234	New	+$1.97M	1.23%	32

Other funds holding PANW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

AtonRa Partners's PANW Position: Q4 2023 in Review

AtonRa Partners reduced its Palo Alto Networks (PANW) stake by 13% in Q4 2023, selling an estimated $59.1K and leaving 2,906 shares worth $428K. The position accounts for 0.85% of the portfolio, ranked #47.

AtonRa Partners first reported a position in PANW in Q4 2020 and has held it in 13 quarters since. The position peaked at $3.59M in Q3 2021. 1,838 funds tracked by Wall St. Rank hold PANW as of Q4 2023.

AtonRa Partners held 2,906 shares of Palo Alto Networks worth $428K as of Q4 2023.
AtonRa Partners sold 442 Palo Alto Networks shares in Q4 2023, an estimated $59.1K.
Palo Alto Networks made up 0.85% of AtonRa Partners's portfolio in Q4 2023, its #47 holding.
AtonRa Partners first reported a position in Palo Alto Networks in Q4 2020 and has held it in 13 quarters since.
AtonRa Partners's Palo Alto Networks position peaked at $3.59M in Q3 2021.
1,838 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2023.

Based on AtonRa Partners's 13F filing for Q4 2023, filed 5 Feb 2024.