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Cedar Brook Financial Partners’s Palo Alto Networks PANW Stock Holding History

Cedar Brook Financial Partners’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
-1,332
Closed -$215K – 444
2023
Q4 		$215K Buy
+1,332
New +$178K 0.05% 371

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Cedar Brook Financial Partners's PANW Position: Q1 2024 in Review

Cedar Brook Financial Partners sold out of Palo Alto Networks (PANW) in Q1 2024, closing a stake of 1,332 shares — an estimated $215K sold.

Cedar Brook Financial Partners first reported a position in PANW in Q4 2023 and held it in 1 quarter. The position peaked at $215K in Q4 2023. 1,903 funds tracked by Wall St. Rank hold PANW as of Q1 2024.

  • Cedar Brook Financial Partners reported no remaining Palo Alto Networks position as of Q1 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 1,332 Palo Alto Networks shares in Q1 2024, an estimated $215K.
  • Cedar Brook Financial Partners first reported a position in Palo Alto Networks in Q4 2023 and held it in 1 quarter.
  • Cedar Brook Financial Partners's Palo Alto Networks position peaked at $215K in Q4 2023.
  • 1,903 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q1 2024, filed 17 Apr 2024.