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Epic Trust Investment Advisors’s Palo Alto Networks PANW Stock Holding History

Epic Trust 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
Q2 		$236K Sell
1,394
-500
-26% -$74.8K 0.26% 100
2024
Q1 		$269K Buy
1,894
+346
+22% +$54.6K 0.33% 84
2023
Q4 		$228K Buy
+1,548
New +$207K 0.31% 92
2023
Q3 		– Sell
-2,148
Closed -$274K – 102
2023
Q2 		$274K Buy
+2,148
New +$224K 0.39% 68

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

Epic Trust Investment Advisors's PANW Position: Q2 2024 in Review

Epic Trust Investment Advisors reduced its Palo Alto Networks (PANW) stake by 26% in Q2 2024, selling an estimated $74.8K and leaving 1,394 shares worth $236K. The position accounts for 0.26% of the portfolio, ranked #100.

Epic Trust Investment Advisors first reported a position in PANW in Q2 2023 and has held it in 4 quarters since. The position peaked at $274K in Q2 2023. 2,008 funds tracked by Wall St. Rank hold PANW as of Q2 2024.

  • Epic Trust Investment Advisors held 1,394 shares of Palo Alto Networks worth $236K as of Q2 2024.
  • Epic Trust Investment Advisors sold 500 Palo Alto Networks shares in Q2 2024, an estimated $74.8K.
  • Palo Alto Networks made up 0.26% of Epic Trust Investment Advisors's portfolio in Q2 2024, its #100 holding.
  • Epic Trust Investment Advisors first reported a position in Palo Alto Networks in Q2 2023 and has held it in 4 quarters since.
  • Epic Trust Investment Advisors's Palo Alto Networks position peaked at $274K in Q2 2023.
  • 2,008 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2024.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.