Edmonds Duncan Registered Investment Advisors’s Palo Alto Networks PANW Stock Holding History

Edmonds Duncan Registered Investment Advisors’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	$410K	Buy	2,398 +102	+4%	+$17.2K	0.09%	82
2024 Q2	$389K	Sell	2,296 -200	-8%	-$29.9K	0.09%	83
2024 Q1	$355K	Sell	2,496 -200	-7%	-$31.5K	0.09%	90
2023 Q4	$397K	Sell	2,696 -600	-18%	-$80.2K	0.1%	82
2023 Q3	$386K	Buy	3,296 +940	+40%	+$111K	0.11%	86
2023 Q2	$301K	Hold	2,356	–	–	0.09%	99
2023 Q1	$235K	Buy	+2,356	New	+$200K	0.07%	116
2022 Q4	–	Sell	-2,520	Closed	-$206K	–	137
2022 Q3	$206K	Hold	2,520	–	–	0.07%	113
2022 Q2	$207K	Buy	+2,520	New	+$223K	0.07%	115
2022 Q1	–	Sell	-2,520	Closed	-$218K	–	152
2021 Q4	$218K	Buy	+2,520	New	+$218K	0.06%	127

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Edmonds Duncan Registered Investment Advisors's PANW Position: Q3 2024 in Review

Edmonds Duncan Registered Investment Advisors increased its Palo Alto Networks (PANW) stake by 4.4% in Q3 2024, buying an estimated $17.2K and bringing the position to 2,398 shares worth $410K. The position accounts for 0.09% of the portfolio, ranked #82.

Edmonds Duncan Registered Investment Advisors first reported a position in PANW in Q4 2021 and has held it in 10 quarters since. 2,067 funds tracked by Wall St. Rank hold PANW as of Q3 2024.

Edmonds Duncan Registered Investment Advisors held 2,398 shares of Palo Alto Networks worth $410K as of Q3 2024.
Edmonds Duncan Registered Investment Advisors bought 102 Palo Alto Networks shares in Q3 2024, an estimated $17.2K.
Palo Alto Networks made up 0.09% of Edmonds Duncan Registered Investment Advisors's portfolio in Q3 2024, its #82 holding.
Edmonds Duncan Registered Investment Advisors first reported a position in Palo Alto Networks in Q4 2021 and has held it in 10 quarters since.
2,067 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2024.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.