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Connectus Wealth’s Palo Alto Networks PANW Stock Holding History

Connectus 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
Q1 		$14.2M Buy
99,678
+12,052
+14% +$1.9M 0.39% 64
2023
Q4 		$12.9M Buy
87,626
+16,264
+23% +$2.17M 0.26% 88
2023
Q3 		$8.37M Buy
71,362
+64,742
+978% +$7.66M 0.19% 121
2023
Q2 		$846K Buy
6,620
+3,956
+148% +$412K 0.02% 295
2023
Q1 		$266K Sell
2,664
-306
-10% -$25.9K 0.01% 398
2022
Q4 		$207K Sell
2,970
-22
-0.7% -$1.77K ﹤0.01% 407
2022
Q3 		$245K Buy
+2,992
New +$259K 0.01% 462

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Connectus Wealth's PANW Position: Q1 2024 in Review

Connectus Wealth increased its Palo Alto Networks (PANW) stake by 14% in Q1 2024, buying an estimated $1.9M and bringing the position to 99,678 shares worth $14.2M. The position accounts for 0.39% of the portfolio, ranked #64.

Connectus Wealth first reported a position in PANW in Q3 2022 and has held it in 7 quarters since. 1,899 funds tracked by Wall St. Rank hold PANW as of Q1 2024.

  • Connectus Wealth held 99,678 shares of Palo Alto Networks worth $14.2M as of Q1 2024.
  • Connectus Wealth bought 12,052 Palo Alto Networks shares in Q1 2024, an estimated $1.9M.
  • Palo Alto Networks made up 0.39% of Connectus Wealth's portfolio in Q1 2024, its #64 holding.
  • Connectus Wealth first reported a position in Palo Alto Networks in Q3 2022 and has held it in 7 quarters since.
  • 1,899 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.