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

Baystate 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 Q4	$42.5K	Buy	288 +6	+2%	+$802	﹤0.01%	407
2023 Q3	$33.1K	Hold	282	–	–	﹤0.01%	396
2023 Q2	$36K	Hold	282	–	–	﹤0.01%	373
2023 Q1	$28.2K	Hold	282	–	–	﹤0.01%	413
2022 Q4	$20K	Hold	282	–	–	﹤0.01%	461
2022 Q3	$23K	Hold	282	–	–	﹤0.01%	406
2022 Q2	$23K	Hold	282	–	–	﹤0.01%	431
2022 Q1	$29K	Hold	282	–	–	﹤0.01%	398
2021 Q4	$26K	Hold	282	–	–	﹤0.01%	429
2021 Q3	$23K	Hold	282	–	–	﹤0.01%	398
2021 Q2	$17K	Hold	282	–	–	﹤0.01%	446
2021 Q1	$15K	Hold	282	–	–	﹤0.01%	427
2020 Q4	$17K	Hold	282	–	–	﹤0.01%	366
2020 Q3	$12K	Hold	282	–	–	﹤0.01%	381
2020 Q2	$11K	Buy	+282	New	+$9.94K	﹤0.01%	381
2017 Q2	–	Sell	-300	Closed	-$6K	–	697
2017 Q1	$6K	Hold	300	–	–	﹤0.01%	380
2016 Q4	$6K	Buy	+300	New	+$7.19K	﹤0.01%	345

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

Baystate Wealth Management's PANW Position: Q4 2023 in Review

Baystate Wealth Management increased its Palo Alto Networks (PANW) stake by 2.1% in Q4 2023, buying an estimated $802 and bringing the position to 288 shares worth $42.5K. The position accounts for ﹤0.01% of the portfolio, ranked #407.

Baystate Wealth Management first reported a position in PANW in Q4 2016 and has held it in 17 quarters since. 1,838 funds tracked by Wall St. Rank hold PANW as of Q4 2023.

Baystate Wealth Management held 288 shares of Palo Alto Networks worth $42.5K as of Q4 2023.
Baystate Wealth Management bought 6 Palo Alto Networks shares in Q4 2023, an estimated $802.
Palo Alto Networks made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #407 holding.
Baystate Wealth Management first reported a position in Palo Alto Networks in Q4 2016 and has held it in 17 quarters since.
1,838 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.