Disciplined Investments’s Palo Alto Networks PANW Stock Holding History

Disciplined 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 Q3	–	Sell	-14	Closed	-$1.79K	–	1127
2023 Q2	$1.79K	Buy	14 +2	+17%	+$208	﹤0.01%	710
2023 Q1	$1.2K	Hold	12	–	–	﹤0.01%	883
2022 Q4	$837	Sell	12 -2	-14%	-$161	﹤0.01%	978
2022 Q3	$1K	Sell	14 -64	-82%	-$5.54K	﹤0.01%	1026
2022 Q2	$6K	Hold	78	–	–	﹤0.01%	431
2022 Q1	$8K	Buy	78 +18	+30%	+$1.61K	﹤0.01%	399
2021 Q4	$6K	Hold	60	–	–	﹤0.01%	388
2021 Q3	$5K	Hold	60	–	–	﹤0.01%	349
2021 Q2	$4K	Hold	60	–	–	﹤0.01%	345
2021 Q1	$3K	Buy	+60	New	+$3.57K	﹤0.01%	318

Other funds holding PANW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Disciplined Investments's PANW Position: Q3 2023 in Review

Disciplined Investments sold out of Palo Alto Networks (PANW) in Q3 2023, closing a stake of 14 shares — an estimated $1.79K sold.

Disciplined Investments first reported a position in PANW in Q1 2021 and held it in 10 quarters. The position peaked at $8K in Q1 2022. 1,635 funds tracked by Wall St. Rank hold PANW as of Q3 2023.

Disciplined Investments reported no remaining Palo Alto Networks position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 14 Palo Alto Networks shares in Q3 2023, an estimated $1.79K.
Disciplined Investments first reported a position in Palo Alto Networks in Q1 2021 and held it in 10 quarters.
Disciplined Investments's Palo Alto Networks position peaked at $8K in Q1 2022.
1,635 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.