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

Curi 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
2022 Q3	–	Sell	-240	Closed	-$20K	–	549
2022 Q2	$20K	Sell	240 -546	-69%	-$48.4K	﹤0.01%	304
2022 Q1	$81K	Buy	786 +24	+3%	+$2.15K	0.01%	173
2021 Q4	$70K	Buy	+762	New	+$65.9K	0.01%	167
2021 Q1	–	Sell	-690	Closed	-$40K	–	371
2020 Q4	$40K	Buy	+690	New	+$32.2K	0.03%	163

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

Curi Wealth Management's PANW Position: Q3 2022 in Review

Curi Wealth Management sold out of Palo Alto Networks (PANW) in Q3 2022, closing a stake of 240 shares — an estimated $20K sold.

Curi Wealth Management first reported a position in PANW in Q4 2020 and held it in 4 quarters. The position peaked at $81K in Q1 2022. 1,354 funds tracked by Wall St. Rank hold PANW as of Q3 2022.

Curi Wealth Management reported no remaining Palo Alto Networks position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 240 Palo Alto Networks shares in Q3 2022, an estimated $20K.
Curi Wealth Management first reported a position in Palo Alto Networks in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's Palo Alto Networks position peaked at $81K in Q1 2022.
1,354 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.