Capital Impact Advisors’s Palo Alto Networks PANW Stock Holding History

Capital Impact 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 Q1	–	Sell	-3,246	Closed	-$226K	–	217
2022 Q4	$226K	Buy	3,246 +120	+4%	+$9.64K	0.22%	177
2022 Q3	$256K	Sell	3,126 -558	-15%	-$48.3K	0.26%	158
2022 Q2	$303K	Sell	3,684 -594	-14%	-$52.7K	0.28%	156
2022 Q1	$444K	Buy	+4,278	New	+$383K	0.32%	144
2015 Q1	–	Sell	-7,212	Closed	-$147K	–	292
2014 Q4	$147K	Buy	7,212 +7,206	+120,100%	+$133K	0.07%	176
2014 Q3	$118	Sell	6 -7,206	-100%	-$103K	﹤0.01%	200
2014 Q2	$101K	Buy	+7,212	New	+$84.2K	0.08%	213

Other funds holding PANW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Capital Impact Advisors's PANW Position: Q1 2023 in Review

Capital Impact Advisors sold out of Palo Alto Networks (PANW) in Q1 2023, closing a stake of 3,246 shares — an estimated $226K sold.

Capital Impact Advisors first reported a position in PANW in Q2 2014 and held it in 7 quarters. The position peaked at $444K in Q1 2022. 1,470 funds tracked by Wall St. Rank hold PANW as of Q1 2023.

Capital Impact Advisors reported no remaining Palo Alto Networks position as of Q1 2023 after selling out during the quarter.
Capital Impact Advisors sold 3,246 Palo Alto Networks shares in Q1 2023, an estimated $226K.
Capital Impact Advisors first reported a position in Palo Alto Networks in Q2 2014 and held it in 7 quarters.
Capital Impact Advisors's Palo Alto Networks position peaked at $444K in Q1 2022.
1,470 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2023.

Based on Capital Impact Advisors's 13F filing for Q1 2023, filed 23 May 2023.