Caliber Wealth Management (Utah)’s Palo Alto Networks PANW Stock Holding History

Caliber Wealth Management (Utah)’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 Q1	$4.07M	Sell	28,664 -774	-3%	-$122K	2.17%	9
2023 Q4	$4.34M	Sell	29,438 -138	-0.5%	-$18.5K	2.55%	8
2023 Q3	$3.47M	Buy	29,576 +1,734	+6%	+$205K	2.33%	8
2023 Q2	$3.56M	Sell	27,842 -796	-3%	-$82.8K	2.38%	8
2023 Q1	$2.86M	Buy	28,638 +6,204	+28%	+$526K	2.14%	9
2022 Q4	$1.57M	Sell	22,434 -3,870	-15%	-$311K	1.2%	37
2022 Q3	$2.15M	Buy	26,304 +690	+3%	+$59.8K	1.7%	25
2022 Q2	$2.11M	Buy	25,614 +10,776	+73%	+$956K	1.64%	24
2022 Q1	$1.54M	Buy	14,838 +4,020	+37%	+$360K	0.98%	47
2021 Q4	$900K	Buy	+10,818	New	+$936K	0.62%	52

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Caliber Wealth Management (Utah)'s PANW Position: Q1 2024 in Review

Caliber Wealth Management (Utah) reduced its Palo Alto Networks (PANW) stake by 2.6% in Q1 2024, selling an estimated $122K and leaving 28,664 shares worth $4.07M. The position accounts for 2.17% of the portfolio, ranked #9.

Caliber Wealth Management (Utah) first reported a position in PANW in Q4 2021 and has held it in 10 quarters since. The position peaked at $4.34M in Q4 2023. 1,899 funds tracked by Wall St. Rank hold PANW as of Q1 2024.

Caliber Wealth Management (Utah) held 28,664 shares of Palo Alto Networks worth $4.07M as of Q1 2024.
Caliber Wealth Management (Utah) sold 774 Palo Alto Networks shares in Q1 2024, an estimated $122K.
Palo Alto Networks made up 2.17% of Caliber Wealth Management (Utah)'s portfolio in Q1 2024, its #9 holding.
Caliber Wealth Management (Utah) first reported a position in Palo Alto Networks in Q4 2021 and has held it in 10 quarters since.
Caliber Wealth Management (Utah)'s Palo Alto Networks position peaked at $4.34M in Q4 2023.
1,899 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2024.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2024, filed 25 Apr 2024.