DWA
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Delap Wealth Advisory’s Palo Alto Networks PANW Stock Holding History

Delap Wealth Advisory’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
-2,622
Closed -$372K – 243
2024
Q1 		$372K Sell
2,622
-542
-17% -$85.5K 0.15% 116
2023
Q4 		$467K Buy
+3,164
New +$423K 0.21% 54

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Delap Wealth Advisory's PANW Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Palo Alto Networks (PANW) in Q2 2024, closing a stake of 2,622 shares — an estimated $372K sold.

Delap Wealth Advisory first reported a position in PANW in Q4 2023 and held it in 2 quarters. The position peaked at $467K in Q4 2023. 2,007 funds tracked by Wall St. Rank hold PANW as of Q2 2024.

  • Delap Wealth Advisory reported no remaining Palo Alto Networks position as of Q2 2024 after selling out during the quarter.
  • Delap Wealth Advisory sold 2,622 Palo Alto Networks shares in Q2 2024, an estimated $372K.
  • Delap Wealth Advisory first reported a position in Palo Alto Networks in Q4 2023 and held it in 2 quarters.
  • Delap Wealth Advisory's Palo Alto Networks position peaked at $467K in Q4 2023.
  • 2,007 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.