Copperwynd Financial’s Palo Alto Networks PANW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-19,710
Closed -$1.97M 148
2023
Q1
$1.97M Buy
+19,710
New +$1.67M 1.01% 22
2022
Q3
Sell
-24,894
Closed -$2.05M 126
2022
Q2
$2.05M Buy
24,894
+2,088
+9% +$185K 1.21% 23
2022
Q1
$2.37M Buy
22,806
+20,412
+853% +$1.83M 0.98% 23
2021
Q4
$222K Buy
+2,394
New +$207K 0.08% 110

Other funds holding PANW

Copperwynd Financial's PANW Position: Q2 2023 in Review

Copperwynd Financial sold out of Palo Alto Networks (PANW) in Q2 2023, closing a stake of 19,710 shares — an estimated $1.97M sold.

Copperwynd Financial first reported a position in PANW in Q4 2021 and held it in 4 quarters. The position peaked at $2.37M in Q1 2022. 1,594 funds tracked by Wall St. Rank hold PANW as of Q2 2023.

  • Copperwynd Financial reported no remaining Palo Alto Networks position as of Q2 2023 after selling out during the quarter.
  • Copperwynd Financial sold 19,710 Palo Alto Networks shares in Q2 2023, an estimated $1.97M.
  • Copperwynd Financial first reported a position in Palo Alto Networks in Q4 2021 and held it in 4 quarters.
  • Copperwynd Financial's Palo Alto Networks position peaked at $2.37M in Q1 2022.
  • 1,594 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2023.

Based on Copperwynd Financial's 13F filing for Q2 2023, filed 8 Aug 2023.