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CIC Wealth’s Palo Alto Networks PANW Stock Holding History

CIC Wealth’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
Q3 		$2.41M Buy
14,080
+2,334
+20% +$393K 0.62% 38
2024
Q2 		$1.99M Buy
11,746
+662
+6% +$99K 0.55% 47
2024
Q1 		$1.57M Buy
11,084
+676
+6% +$107K 0.46% 50
2023
Q4 		$1.53M Sell
10,408
-1,036
-9% -$139K 0.49% 48
2023
Q3 		$1.34M Buy
11,444
+1,226
+12% +$145K 0.48% 47
2023
Q2 		$1.31M Buy
10,218
+10
+0.1% +$1.04K 0.45% 50
2023
Q1 		$1.02M Sell
10,208
-42
-0.4% -$3.56K 0.38% 59
2022
Q4 		$715K Buy
+10,250
New +$823K 0.3% 73

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CIC Wealth's PANW Position: Q3 2024 in Review

CIC Wealth increased its Palo Alto Networks (PANW) stake by 20% in Q3 2024, buying an estimated $393K and bringing the position to 14,080 shares worth $2.41M. The position accounts for 0.62% of the portfolio, ranked #38.

CIC Wealth first reported a position in PANW in Q4 2022 and has held it in 8 quarters since. 2,067 funds tracked by Wall St. Rank hold PANW as of Q3 2024.

  • CIC Wealth held 14,080 shares of Palo Alto Networks worth $2.41M as of Q3 2024.
  • CIC Wealth bought 2,334 Palo Alto Networks shares in Q3 2024, an estimated $393K.
  • Palo Alto Networks made up 0.62% of CIC Wealth's portfolio in Q3 2024, its #38 holding.
  • CIC Wealth first reported a position in Palo Alto Networks in Q4 2022 and has held it in 8 quarters since.
  • 2,067 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2024.

Based on CIC Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.