Daniel L. Goodwin’s Palo Alto Networks PANW Stock Holding History

Daniel L. Goodwin’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
2023 Q3	$2.4M	Hold	20,510	–	–	1.16%	12
2023 Q2	$2.62M	Buy	20,510 +552	+3%	+$57.4K	1.25%	12
2023 Q1	$1.99M	Sell	19,958 -180	-0.9%	-$15.3K	1.01%	14
2022 Q4	$1.41M	Buy	20,138 +2,000	+11%	+$161K	0.71%	21
2022 Q3	$1.48M	Sell	18,138 -660	-4%	-$57.2K	0.85%	21
2022 Q2	$1.55M	Buy	18,798 +1,200	+7%	+$106K	0.85%	21
2022 Q1	$1.82M	Buy	17,598 +534	+3%	+$47.8K	0.79%	21
2021 Q4	$1.59M	Sell	17,064 -2,100	-11%	-$182K	0.7%	24
2021 Q3	$1.53M	Buy	19,164 +240	+1%	+$16.9K	0.71%	24
2021 Q2	$1.17M	Buy	18,924 +3,924	+26%	+$232K	0.56%	27
2021 Q1	$805K	Hold	15,000	–	–	0.42%	41
2020 Q4	$889K	Hold	15,000	–	–	0.52%	36
2020 Q3	$611K	Hold	15,000	–	–	0.43%	45
2020 Q2	$574K	Hold	15,000	–	–	0.36%	47
2020 Q1	$410K	Hold	15,000	–	–	0.33%	53
2019 Q4	$578K	Sell	15,000 -12,000	-44%	-$454K	0.25%	52
2019 Q3	$918K	Hold	27,000	–	–	0.42%	34
2019 Q2	$917K	Hold	27,000	–	–	0.42%	35
2019 Q1	$1.09M	Hold	27,000	–	–	0.5%	30
2018 Q4	$848K	Hold	27,000	–	–	0.45%	32
2018 Q3	$1.01M	Hold	27,000	–	–	0.48%	31
2018 Q2	$925K	Hold	27,000	–	–	0.43%	31
2018 Q1	$816K	Hold	27,000	–	–	0.4%	34
2017 Q4	$652K	Hold	27,000	–	–	0.28%	45
2017 Q3	$648K	Buy	27,000 +1,800	+7%	+$41K	0.29%	45
2017 Q2	$562K	Hold	25,200	–	–	0.25%	49
2017 Q1	$473K	Buy	+25,200	New	+$563K	0.2%	51

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Daniel L. Goodwin's PANW Position: Q3 2023 in Review

Daniel L. Goodwin held its Palo Alto Networks (PANW) position steady in Q3 2023 at 20,510 shares worth $2.4M. The position accounts for 1.16% of the portfolio, ranked #12.

Daniel L. Goodwin first reported a position in PANW in Q1 2017 and has held it in 27 quarters since. The position peaked at $2.62M in Q2 2023. 1,636 funds tracked by Wall St. Rank hold PANW as of Q3 2023.

Daniel L. Goodwin held 20,510 shares of Palo Alto Networks worth $2.4M as of Q3 2023.
Daniel L. Goodwin left its Palo Alto Networks share count unchanged in Q3 2023.
Palo Alto Networks made up 1.16% of Daniel L. Goodwin's portfolio in Q3 2023, its #12 holding.
Daniel L. Goodwin first reported a position in Palo Alto Networks in Q1 2017 and has held it in 27 quarters since.
Daniel L. Goodwin's Palo Alto Networks position peaked at $2.62M in Q2 2023.
1,636 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2023.

Based on Daniel L. Goodwin's 13F filing for Q3 2023, filed 24 Oct 2023.