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

Concentric 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
2024
Q3 		$245K Hold
1,434
– – 0.06% 125
2024
Q2 		$243K Hold
1,434
– – 0.06% 125
2024
Q1 		$204K Buy
+1,434
New +$226K 0.05% 133

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Concentric Wealth Management's PANW Position: Q3 2024 in Review

Concentric Wealth Management held its Palo Alto Networks (PANW) position steady in Q3 2024 at 1,434 shares worth $245K. The position accounts for 0.06% of the portfolio, ranked #125.

Concentric Wealth Management first reported a position in PANW in Q1 2024 and has held it in 3 quarters since. 2,065 funds tracked by Wall St. Rank hold PANW as of Q3 2024.

  • Concentric Wealth Management held 1,434 shares of Palo Alto Networks worth $245K as of Q3 2024.
  • Concentric Wealth Management left its Palo Alto Networks share count unchanged in Q3 2024.
  • Palo Alto Networks made up 0.06% of Concentric Wealth Management's portfolio in Q3 2024, its #125 holding.
  • Concentric Wealth Management first reported a position in Palo Alto Networks in Q1 2024 and has held it in 3 quarters since.
  • 2,065 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2024.

Based on Concentric Wealth Management's 13F filing for Q3 2024, filed 13 Nov 2024.