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Cetera Advisors’s Palo Alto Networks PANW Stock Holding History

Cetera 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 		$12.4M Buy
87,412
+46,164
+112% +$7.28M 0.1% 202
2023
Q4 		$6.08M Buy
41,248
+7,972
+24% +$1.07M 0.08% 228
2023
Q3 		$3.9M Buy
33,276
+12,142
+57% +$1.44M 0.06% 306
2023
Q2 		$2.7M Sell
21,134
-272
-1% -$28.3K 0.04% 376
2023
Q1 		$2.14M Buy
21,406
+1,480
+7% +$125K 0.04% 423
2022
Q4 		$1.39M Buy
19,926
+6,154
+45% +$494K 0.03% 555
2022
Q3 		$1.13M Buy
13,772
+836
+6% +$72.4K 0.03% 490
2022
Q2 		$1.06M Buy
12,936
+3,768
+41% +$334K 0.02% 548
2022
Q1 		$951K Sell
9,168
-1,140
-11% -$102K 0.02% 632
2021
Q4 		$957K Sell
10,308
-1,272
-11% -$110K 0.02% 622
2021
Q3 		$924K Buy
11,580
+714
+7% +$50.2K 0.02% 633
2021
Q2 		$672K Sell
10,866
-348
-3% -$20.6K 0.02% 693
2021
Q1 		$602K Buy
11,214
+1,812
+19% +$108K 0.02% 668
2020
Q4 		$557K Buy
9,402
+234
+3% +$10.9K 0.02% 602
2020
Q3 		$374K Buy
9,168
+2,640
+40% +$110K 0.01% 659
2020
Q2 		$250K Sell
6,528
-4,404
-40% -$155K 0.01% 764
2020
Q1 		$299K Buy
10,932
+2,286
+26% +$79.8K 0.02% 597
2019
Q4 		$334K Buy
8,646
+240
+3% +$9.08K 0.01% 680
2019
Q3 		$283K Buy
8,406
+2,058
+32% +$72.8K 0.01% 702
2019
Q2 		$214K Buy
+6,348
New +$237K 0.01% 835
2018
Q4 		– Sell
-13,530
Closed -$512K – 935
2018
Q3 		$512K Sell
13,530
-354
-3% -$12.9K 0.03% 552
2018
Q2 		$475K Buy
+13,884
New +$463K 0.03% 514
2016
Q2 		– Sell
-8,598
Closed -$234K – 814
2016
Q1 		$234K Hold
8,598
– – 0.02% 591
2015
Q4 		$252K Buy
+8,598
New +$248K 0.02% 586

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Cetera Advisors's PANW Position: Q1 2024 in Review

Cetera Advisors increased its Palo Alto Networks (PANW) stake by 112% in Q1 2024, buying an estimated $7.28M and bringing the position to 87,412 shares worth $12.4M. The position accounts for 0.1% of the portfolio, ranked #202.

Cetera Advisors first reported a position in PANW in Q4 2015 and has held it in 24 quarters since. 1,902 funds tracked by Wall St. Rank hold PANW as of Q1 2024.

  • Cetera Advisors held 87,412 shares of Palo Alto Networks worth $12.4M as of Q1 2024.
  • Cetera Advisors bought 46,164 Palo Alto Networks shares in Q1 2024, an estimated $7.28M.
  • Palo Alto Networks made up 0.1% of Cetera Advisors's portfolio in Q1 2024, its #202 holding.
  • Cetera Advisors first reported a position in Palo Alto Networks in Q4 2015 and has held it in 24 quarters since.
  • 1,902 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.