DWM
PANW icon

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

Dorchester 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
2024
Q3 		– Sell
-1,970
Closed -$334K – 170
2024
Q2 		$334K Buy
+1,970
New +$295K 0.06% 121

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Dorchester Wealth Management's PANW Position: Q3 2024 in Review

Dorchester Wealth Management sold out of Palo Alto Networks (PANW) in Q3 2024, closing a stake of 1,970 shares — an estimated $334K sold.

Dorchester Wealth Management first reported a position in PANW in Q2 2024 and held it in 1 quarter. The position peaked at $334K in Q2 2024. 2,065 funds tracked by Wall St. Rank hold PANW as of Q3 2024.

  • Dorchester Wealth Management reported no remaining Palo Alto Networks position as of Q3 2024 after selling out during the quarter.
  • Dorchester Wealth Management sold 1,970 Palo Alto Networks shares in Q3 2024, an estimated $334K.
  • Dorchester Wealth Management first reported a position in Palo Alto Networks in Q2 2024 and held it in 1 quarter.
  • Dorchester Wealth Management's Palo Alto Networks position peaked at $334K in Q2 2024.
  • 2,065 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2024.

Based on Dorchester Wealth Management's 13F filing for Q3 2024, filed 22 Oct 2024.