Compass Wealth Management’s Palo Alto Networks PANW Stock Holding History

Compass Wealth Management’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
2023 Q4	–	Sell	-30	Closed	-$3.52K	–	398
2023 Q3	$3.52K	Hold	30	–	–	﹤0.01%	374
2023 Q2	$3.83K	Hold	30	–	–	﹤0.01%	381
2023 Q1	$3K	Hold	30	–	–	﹤0.01%	394
2022 Q4	$2.09K	Buy	+30	New	+$2.41K	﹤0.01%	396

Other funds holding PANW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Compass Wealth Management's PANW Position: Q4 2023 in Review

Compass Wealth Management sold out of Palo Alto Networks (PANW) in Q4 2023, closing a stake of 30 shares — an estimated $3.52K sold.

Compass Wealth Management first reported a position in PANW in Q4 2022 and held it in 4 quarters. The position peaked at $3.83K in Q2 2023. 1,838 funds tracked by Wall St. Rank hold PANW as of Q4 2023.

Compass Wealth Management reported no remaining Palo Alto Networks position as of Q4 2023 after selling out during the quarter.
Compass Wealth Management sold 30 Palo Alto Networks shares in Q4 2023, an estimated $3.52K.
Compass Wealth Management first reported a position in Palo Alto Networks in Q4 2022 and held it in 4 quarters.
Compass Wealth Management's Palo Alto Networks position peaked at $3.83K in Q2 2023.
1,838 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2023.

Based on Compass Wealth Management's 13F filing for Q4 2023, filed 4 Jan 2024.