Avid Wealth Partners’s Palo Alto Networks PANW Stock Holding History

Avid Wealth 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
2024 Q1	–	Sell	-1,362	Closed	-$201K	–	41
2023 Q4	$201K	Buy	+1,362	New	+$182K	0.2%	29

Other funds holding PANW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Avid Wealth Partners's PANW Position: Q1 2024 in Review

Avid Wealth Partners sold out of Palo Alto Networks (PANW) in Q1 2024, closing a stake of 1,362 shares — an estimated $201K sold.

Avid Wealth Partners first reported a position in PANW in Q4 2023 and held it in 1 quarter. The position peaked at $201K in Q4 2023. 1,902 funds tracked by Wall St. Rank hold PANW as of Q1 2024.

Avid Wealth Partners reported no remaining Palo Alto Networks position as of Q1 2024 after selling out during the quarter.
Avid Wealth Partners sold 1,362 Palo Alto Networks shares in Q1 2024, an estimated $201K.
Avid Wealth Partners first reported a position in Palo Alto Networks in Q4 2023 and held it in 1 quarter.
Avid Wealth Partners's Palo Alto Networks position peaked at $201K in Q4 2023.
1,902 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2024.

Based on Avid Wealth Partners's 13F filing for Q1 2024, filed 8 May 2024.