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Core Wealth Advisors (Florida)’s Palo Alto Networks PANW Stock Holding History

Core Wealth Advisors (Florida)’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
Q2 		– Sell
-40
Closed -$5.68K – 185
2024
Q1 		$5.68K Hold
40
– – ﹤0.01% 219
2023
Q4 		$5.9K Buy
+40
New +$5.35K ﹤0.01% 212

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 $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Core Wealth Advisors (Florida)'s PANW Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Palo Alto Networks (PANW) in Q2 2024, closing a stake of 40 shares — an estimated $5.68K sold.

Core Wealth Advisors (Florida) first reported a position in PANW in Q4 2023 and held it in 2 quarters. The position peaked at $5.9K in Q4 2023. 2,009 funds tracked by Wall St. Rank hold PANW as of Q2 2024.

  • Core Wealth Advisors (Florida) reported no remaining Palo Alto Networks position as of Q2 2024 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 40 Palo Alto Networks shares in Q2 2024, an estimated $5.68K.
  • Core Wealth Advisors (Florida) first reported a position in Palo Alto Networks in Q4 2023 and held it in 2 quarters.
  • Core Wealth Advisors (Florida)'s Palo Alto Networks position peaked at $5.9K in Q4 2023.
  • 2,009 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.