Bartlett & Co’s Palo Alto Networks PANW Stock Holding History

Bartlett & Co’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	$257K	Buy	1,738 +858	+98%	+$115K	﹤0.01%	439
2023 Q3	$103K	Buy	880 +538	+157%	+$63.7K	﹤0.01%	534
2023 Q2	$44K	Buy	+342	New	+$35.6K	﹤0.01%	692
2022 Q3	–	Sell	-54	Closed	-$4K	–	1234
2022 Q2	$4K	Buy	+54	New	+$4.79K	﹤0.01%	1065
2019 Q2	–	Sell	-24	Closed	-$1K	–	776
2019 Q1	$1K	Buy	+24	New	+$890	﹤0.01%	684

Other funds holding PANW

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bartlett & Co's PANW Position: Q4 2023 in Review

Bartlett & Co increased its Palo Alto Networks (PANW) stake by 98% in Q4 2023, buying an estimated $115K and bringing the position to 1,738 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #439.

Bartlett & Co first reported a position in PANW in Q1 2019 and has held it in 5 quarters since. 1,838 funds tracked by Wall St. Rank hold PANW as of Q4 2023.

Bartlett & Co held 1,738 shares of Palo Alto Networks worth $257K as of Q4 2023.
Bartlett & Co bought 858 Palo Alto Networks shares in Q4 2023, an estimated $115K.
Palo Alto Networks made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #439 holding.
Bartlett & Co first reported a position in Palo Alto Networks in Q1 2019 and has held it in 5 quarters since.
1,838 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.