Baron Silver Stevens Financial Advisors’s Palo Alto Networks PANW Stock Holding History

Baron Silver Stevens Financial Advisors’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	–	Sell	-2,958	Closed	-$347K	–	113
2023 Q3	$347K	Hold	2,958	–	–	0.08%	73
2023 Q2	$378K	Hold	2,958	–	–	0.08%	68
2023 Q1	$295K	Hold	2,958	–	–	0.08%	75
2022 Q4	$206K	Buy	+2,958	New	+$238K	0.05%	94
2022 Q3	–	Sell	-2,988	Closed	-$245K	–	136
2022 Q2	$245K	Buy	2,988 +510	+21%	+$45.2K	0.06%	87
2022 Q1	$257K	Buy	+2,478	New	+$222K	0.06%	81
2021 Q1	–	Sell	-30	Closed	-$1K	–	338
2020 Q4	$1K	Buy	+30	New	+$1.4K	﹤0.01%	466

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 $3.37T AUM 44.26% 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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Baron Silver Stevens Financial Advisors's PANW Position: Q4 2023 in Review

Baron Silver Stevens Financial Advisors sold out of Palo Alto Networks (PANW) in Q4 2023, closing a stake of 2,958 shares — an estimated $347K sold.

Baron Silver Stevens Financial Advisors first reported a position in PANW in Q4 2020 and held it in 7 quarters. The position peaked at $378K in Q2 2023. 1,838 funds tracked by Wall St. Rank hold PANW as of Q4 2023.

Baron Silver Stevens Financial Advisors reported no remaining Palo Alto Networks position as of Q4 2023 after selling out during the quarter.
Baron Silver Stevens Financial Advisors sold 2,958 Palo Alto Networks shares in Q4 2023, an estimated $347K.
Baron Silver Stevens Financial Advisors first reported a position in Palo Alto Networks in Q4 2020 and held it in 7 quarters.
Baron Silver Stevens Financial Advisors's Palo Alto Networks position peaked at $378K in Q2 2023.
1,838 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2023.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q4 2023, filed 7 Feb 2024.