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

Avondale 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
2023 Q2	–	Sell	-300	Closed	-$30K	–	131
2023 Q1	$30K	Hold	300	–	–	0.03%	94
2022 Q4	$20.9K	Hold	300	–	–	0.02%	98
2022 Q3	$25K	Hold	300	–	–	0.03%	88
2022 Q2	$25K	Buy	+300	New	+$26.6K	0.03%	82

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Avondale Wealth Management's PANW Position: Q2 2023 in Review

Avondale Wealth Management sold out of Palo Alto Networks (PANW) in Q2 2023, closing a stake of 300 shares — an estimated $30K sold.

Avondale Wealth Management first reported a position in PANW in Q2 2022 and held it in 4 quarters. The position peaked at $30K in Q1 2023. 1,593 funds tracked by Wall St. Rank hold PANW as of Q2 2023.

Avondale Wealth Management reported no remaining Palo Alto Networks position as of Q2 2023 after selling out during the quarter.
Avondale Wealth Management sold 300 Palo Alto Networks shares in Q2 2023, an estimated $30K.
Avondale Wealth Management first reported a position in Palo Alto Networks in Q2 2022 and held it in 4 quarters.
Avondale Wealth Management's Palo Alto Networks position peaked at $30K in Q1 2023.
1,593 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2023.

Based on Avondale Wealth Management's 13F filing for Q2 2023, filed 6 Jul 2023.