DFPG Investments’s Palo Alto Networks PANW Stock Holding History

DFPG Investments’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 Q4	$8.45M	Buy	58,976 +16,306	+38%	+$2.18M	0.66%	29
2023 Q3	$5.18M	Buy	42,670 +6,584	+18%	+$779K	0.48%	44
2023 Q2	$4.44M	Buy	36,086 +2,082	+6%	+$217K	0.4%	55
2023 Q1	$3.4M	Buy	34,004 +19,152	+129%	+$1.62M	0.36%	62
2022 Q4	$1.02M	Buy	+14,852	New	+$1.19M	0.17%	140

Other funds holding PANW

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Norges Bank Oslo, Norway $935B AUM

DFPG Investments's PANW Position: Q4 2023 in Review

DFPG Investments increased its Palo Alto Networks (PANW) stake by 38% in Q4 2023, buying an estimated $2.18M and bringing the position to 58,976 shares worth $8.45M. The position accounts for 0.66% of the portfolio, ranked #29.

DFPG Investments first reported a position in PANW in Q4 2022 and has held it in 5 quarters since. 1,838 funds tracked by Wall St. Rank hold PANW as of Q4 2023.

DFPG Investments held 58,976 shares of Palo Alto Networks worth $8.45M as of Q4 2023.
DFPG Investments bought 16,306 Palo Alto Networks shares in Q4 2023, an estimated $2.18M.
Palo Alto Networks made up 0.66% of DFPG Investments's portfolio in Q4 2023, its #29 holding.
DFPG Investments first reported a position in Palo Alto Networks in Q4 2022 and has held it in 5 quarters since.
1,838 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.