Corient Capital Partners’s Palo Alto Networks PANW Stock Holding History

Corient Capital Partners’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
2022 Q3	$2.07M	Sell	8,374 -16,040	-66%	-$1.39M	0.15%	119
2022 Q2	$2.01M	Buy	24,414 +366	+2%	+$32.5K	0.15%	129
2022 Q1	$2.5M	Buy	24,048 +15,786	+191%	+$1.41M	0.16%	131
2021 Q4	$767K	Buy	8,262 +348	+4%	+$30.1K	0.05%	286
2021 Q3	$632K	Buy	7,914 +510	+7%	+$35.8K	0.05%	311
2021 Q2	$457K	Buy	7,404 +1,044	+16%	+$61.9K	0.03%	379
2021 Q1	$341K	Buy	6,360 +738	+13%	+$43.9K	0.03%	413
2020 Q4	$333K	Buy	5,622 +420	+8%	+$19.6K	0.03%	352
2020 Q3	$212K	Sell	5,202 -156	-3%	-$6.49K	0.02%	436
2020 Q2	$205K	Buy	+5,358	New	+$189K	0.03%	432
2020 Q1	–	Sell	-6,426	Closed	-$248K	–	465
2019 Q4	$248K	Buy	+6,426	New	+$243K	0.03%	397

Other funds holding PANW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Corient Capital Partners's PANW Position: Q3 2022 in Review

Corient Capital Partners reduced its Palo Alto Networks (PANW) stake by 66% in Q3 2022, selling an estimated $1.39M and leaving 8,374 shares worth $2.07M. The position accounts for 0.15% of the portfolio, ranked #119.

Corient Capital Partners first reported a position in PANW in Q4 2019 and has held it in 11 quarters since. The position peaked at $2.5M in Q1 2022. 1,354 funds tracked by Wall St. Rank hold PANW as of Q3 2022.

Corient Capital Partners held 8,374 shares of Palo Alto Networks worth $2.07M as of Q3 2022.
Corient Capital Partners sold 16,040 Palo Alto Networks shares in Q3 2022, an estimated $1.39M.
Palo Alto Networks made up 0.15% of Corient Capital Partners's portfolio in Q3 2022, its #119 holding.
Corient Capital Partners first reported a position in Palo Alto Networks in Q4 2019 and has held it in 11 quarters since.
Corient Capital Partners's Palo Alto Networks position peaked at $2.5M in Q1 2022.
1,354 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2022.

Based on Corient Capital Partners's 13F filing for Q3 2022, filed 14 Nov 2022.