BCM
PANW icon

BDL Capital Management’s Palo Alto Networks PANW Stock Holding History

BDL Capital 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 		$3.83M Buy
+30,200
New +$4.04M 3.2% 7

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.56T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

BDL Capital Management's PANW Position: Q4 2023 in Review

BDL Capital Management opened a new position in Palo Alto Networks (PANW) in Q4 2023: 30,200 shares worth $3.83M. The stake represents 3.2% of the portfolio and ranks #7 among its holdings.

1,838 funds tracked by Wall St. Rank hold PANW as of Q4 2023.

  • BDL Capital Management held 30,200 shares of Palo Alto Networks worth $3.83M as of Q4 2023.
  • Palo Alto Networks was a new BDL Capital Management position in Q4 2023.
  • Palo Alto Networks made up 3.2% of BDL Capital Management's portfolio in Q4 2023, its #7 holding.
  • 1,838 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2023.

Based on BDL Capital Management's 13F filing for Q4 2023, filed 9 Jan 2024.