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

Bordeaux 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
2024
Q4 		– Sell
-1,574
Closed -$269K – 168
2024
Q3 		$269K Buy
1,574
+252
+19% +$42.4K 0.05% 132
2024
Q2 		$224K Sell
1,322
-412
-24% -$61.6K 0.04% 125
2024
Q1 		$246K Sell
1,734
-196
-10% -$30.9K 0.08% 95
2023
Q4 		$285K Buy
+1,930
New +$258K 0.1% 88

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bordeaux Wealth Advisors's PANW Position: Q4 2024 in Review

Bordeaux Wealth Advisors sold out of Palo Alto Networks (PANW) in Q4 2024, closing a stake of 1,574 shares — an estimated $269K sold.

Bordeaux Wealth Advisors first reported a position in PANW in Q4 2023 and held it in 4 quarters. The position peaked at $285K in Q4 2023. 2,294 funds tracked by Wall St. Rank hold PANW as of Q4 2024.

  • Bordeaux Wealth Advisors reported no remaining Palo Alto Networks position as of Q4 2024 after selling out during the quarter.
  • Bordeaux Wealth Advisors sold 1,574 Palo Alto Networks shares in Q4 2024, an estimated $269K.
  • Bordeaux Wealth Advisors first reported a position in Palo Alto Networks in Q4 2023 and held it in 4 quarters.
  • Bordeaux Wealth Advisors's Palo Alto Networks position peaked at $285K in Q4 2023.
  • 2,294 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2024.

Based on Bordeaux Wealth Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.