Cardiff Park Advisors’s Palo Alto Networks PANW Stock Holding History

Cardiff Park 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 Q1	–	Sell	-5,306	Closed	-$782K	–	361
2023 Q4	$782K	Buy	+5,306	New	+$709K	0.09%	115
2023 Q3	–	Sell	-4,900	Closed	-$626K	–	322
2023 Q2	$626K	Buy	+4,900	New	+$510K	0.08%	124
2022 Q3	–	Sell	-3,072	Closed	-$253K	–	330
2022 Q2	$253K	Buy	+3,072	New	+$272K	0.04%	211

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

Cardiff Park Advisors's PANW Position: Q1 2024 in Review

Cardiff Park Advisors sold out of Palo Alto Networks (PANW) in Q1 2024, closing a stake of 5,306 shares — an estimated $782K sold.

Cardiff Park Advisors first reported a position in PANW in Q2 2022 and held it in 3 quarters. The position peaked at $782K in Q4 2023. 1,899 funds tracked by Wall St. Rank hold PANW as of Q1 2024.

Cardiff Park Advisors reported no remaining Palo Alto Networks position as of Q1 2024 after selling out during the quarter.
Cardiff Park Advisors sold 5,306 Palo Alto Networks shares in Q1 2024, an estimated $782K.
Cardiff Park Advisors first reported a position in Palo Alto Networks in Q2 2022 and held it in 3 quarters.
Cardiff Park Advisors's Palo Alto Networks position peaked at $782K in Q4 2023.
1,899 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2024.

Based on Cardiff Park Advisors's 13F filing for Q1 2024, filed 14 May 2024.