Castle Financial & Retirement Planning Associates’s Palo Alto Networks PANW Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021 Q4	$19K	Buy	+222	New	+$19.2K	0.06%	62

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Castle Financial & Retirement Planning Associates's PANW Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Palo Alto Networks (PANW) in Q4 2021: 222 shares worth $19K. The stake represents 0.06% of the portfolio and ranks #62 among its holdings.

1,225 funds tracked by Wall St. Rank hold PANW as of Q4 2021.

Castle Financial & Retirement Planning Associates held 222 shares of Palo Alto Networks worth $19K as of Q4 2021.
Palo Alto Networks was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Palo Alto Networks made up 0.06% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #62 holding.
1,225 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.