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Fernwood Investment Management’s Palo Alto Networks PANW Stock Holding History

Fernwood Investment 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
Q2 		– Sell
-324
Closed -$46K – 548
2024
Q1 		$46K Buy
+324
New +$51.1K 0.01% 353

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

Fernwood Investment Management's PANW Position: Q2 2024 in Review

Fernwood Investment Management sold out of Palo Alto Networks (PANW) in Q2 2024, closing a stake of 324 shares — an estimated $46K sold.

Fernwood Investment Management first reported a position in PANW in Q1 2024 and held it in 1 quarter. The position peaked at $46K in Q1 2024. 2,008 funds tracked by Wall St. Rank hold PANW as of Q2 2024.

  • Fernwood Investment Management reported no remaining Palo Alto Networks position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 324 Palo Alto Networks shares in Q2 2024, an estimated $46K.
  • Fernwood Investment Management first reported a position in Palo Alto Networks in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Palo Alto Networks position peaked at $46K in Q1 2024.
  • 2,008 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.