BDO Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

BDO Wealth 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 Q2	$115K	Buy	904 +90	+11%	+$9.37K	0.01%	322
2023 Q1	$81.3K	Buy	814 +226	+38%	+$19.2K	0.01%	349
2022 Q4	$41K	Hold	588	–	–	0.01%	445
2022 Q3	$48K	Hold	588	–	–	0.01%	411
2022 Q2	$48K	Hold	588	–	–	0.01%	415
2022 Q1	$61K	Hold	588	–	–	0.01%	400
2021 Q4	$55K	Buy	588 +48	+9%	+$4.15K	0.01%	433
2021 Q3	$43K	Buy	540 +210	+64%	+$14.8K	﹤0.01%	471
2021 Q2	$20K	Buy	330 +78	+31%	+$4.62K	﹤0.01%	627
2021 Q1	$14K	Buy	+252	New	+$15K	﹤0.01%	676
2019 Q1	–	Sell	-1,440	Closed	-$45K	–	648
2018 Q4	$45K	Hold	1,440	–	–	0.02%	272
2018 Q3	$54K	Hold	1,440	–	–	0.02%	286
2018 Q2	$49K	Buy	1,440 +600	+71%	+$20K	0.02%	303
2018 Q1	$25K	Buy	+840	New	+$23.3K	0.01%	309

Other funds holding PANW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

BDO Wealth Advisors's PANW Position: Q2 2023 in Review

BDO Wealth Advisors increased its Palo Alto Networks (PANW) stake by 11% in Q2 2023, buying an estimated $9.37K and bringing the position to 904 shares worth $115K. The position accounts for 0.01% of the portfolio, ranked #322.

BDO Wealth Advisors first reported a position in PANW in Q1 2018 and has held it in 14 quarters since. 1,593 funds tracked by Wall St. Rank hold PANW as of Q2 2023.

BDO Wealth Advisors held 904 shares of Palo Alto Networks worth $115K as of Q2 2023.
BDO Wealth Advisors bought 90 Palo Alto Networks shares in Q2 2023, an estimated $9.37K.
Palo Alto Networks made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #322 holding.
BDO Wealth Advisors first reported a position in Palo Alto Networks in Q1 2018 and has held it in 14 quarters since.
1,593 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.