Briggs Advisory Group’s Palo Alto Networks PANW Stock Holding History

Briggs Advisory Group’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 Q3	$352K	Hold	3,000	–	–	0.2%	46
2023 Q2	$383K	Hold	3,000	–	–	0.21%	43
2023 Q1	$300K	Hold	3,000	–	–	0.18%	51
2022 Q4	$209K	Buy	+3,000	New	+$241K	0.13%	54

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Briggs Advisory Group's PANW Position: Q3 2023 in Review

Briggs Advisory Group held its Palo Alto Networks (PANW) position steady in Q3 2023 at 3,000 shares worth $352K. The position accounts for 0.2% of the portfolio, ranked #46.

Briggs Advisory Group first reported a position in PANW in Q4 2022 and has held it in 4 quarters since. The position peaked at $383K in Q2 2023. 1,636 funds tracked by Wall St. Rank hold PANW as of Q3 2023.

Briggs Advisory Group held 3,000 shares of Palo Alto Networks worth $352K as of Q3 2023.
Briggs Advisory Group left its Palo Alto Networks share count unchanged in Q3 2023.
Palo Alto Networks made up 0.2% of Briggs Advisory Group's portfolio in Q3 2023, its #46 holding.
Briggs Advisory Group first reported a position in Palo Alto Networks in Q4 2022 and has held it in 4 quarters since.
Briggs Advisory Group's Palo Alto Networks position peaked at $383K in Q2 2023.
1,636 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2023.

Based on Briggs Advisory Group's 13F filing for Q3 2023, filed 27 Oct 2023.