AWM
PANW icon

Avitas Wealth Management’s Palo Alto Networks PANW Stock Holding History

Avitas Wealth Management’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
Q4 		$2.89M Sell
15,856
-164
-1% -$31K 0.4% 64
2024
Q3 		$2.74M Sell
16,020
-136
-0.8% -$22.9K 0.38% 66
2024
Q2 		$2.74M Sell
16,156
-142
-0.9% -$21.2K 0.4% 62
2024
Q1 		$2.32M Sell
16,298
-230
-1% -$36.3K 0.35% 74
2023
Q4 		$2.44M Buy
16,528
+200
+1% +$26.7K 0.41% 66
2023
Q3 		$1.91M Sell
16,328
-320
-2% -$37.9K 0.36% 78
2023
Q2 		$2.13M Sell
16,648
-70
-0.4% -$7.28K 0.38% 76
2023
Q1 		$1.67M Buy
16,718
+5,794
+53% +$491K 0.33% 89
2022
Q4 		$762K Buy
10,924
+132
+1% +$10.6K 0.16% 126
2022
Q3 		$884K Buy
+10,792
New +$935K 0.2% 117

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Avitas Wealth Management's PANW Position: Q4 2024 in Review

Avitas Wealth Management reduced its Palo Alto Networks (PANW) stake by 1% in Q4 2024, selling an estimated $31K and leaving 15,856 shares worth $2.89M. The position accounts for 0.4% of the portfolio, ranked #64.

Avitas Wealth Management first reported a position in PANW in Q3 2022 and has held it in 10 quarters since. 2,294 funds tracked by Wall St. Rank hold PANW as of Q4 2024.

  • Avitas Wealth Management held 15,856 shares of Palo Alto Networks worth $2.89M as of Q4 2024.
  • Avitas Wealth Management sold 164 Palo Alto Networks shares in Q4 2024, an estimated $31K.
  • Palo Alto Networks made up 0.4% of Avitas Wealth Management's portfolio in Q4 2024, its #64 holding.
  • Avitas Wealth Management first reported a position in Palo Alto Networks in Q3 2022 and has held it in 10 quarters since.
  • 2,294 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.