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 $5.7T 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 $1.47T 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return