Financial Architects (New Jersey)’s Palo Alto Networks PANW Stock Holding History

Financial Architects (New Jersey)’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
2019 Q2	–	Sell	-1,200	Closed	-$49K	–	1391
2019 Q1	$49K	Buy	+1,200	New	+$44.5K	0.01%	617
2018 Q4	–	Sell	-8,400	Closed	-$317K	–	1447
2018 Q3	$317K	Buy	+8,400	New	+$306K	0.05%	231
2017 Q3	–	Sell	-4,200	Closed	-$94K	–	1561
2017 Q2	$94K	Buy	4,200 +600	+17%	+$12.1K	0.02%	502
2017 Q1	$68K	Buy	+3,600	New	+$80.5K	0.01%	574
2016 Q4	–	Sell	-7,200	Closed	-$6K	–	1468
2016 Q3	$6K	Hold	7,200	–	–	﹤0.01%	1112
2016 Q2	$2K	Sell	7,200 -9,000	-56%	-$208K	﹤0.01%	1319
2016 Q1	$43K	Buy	+16,200	New	+$398K	0.02%	425
2015 Q3	–	Sell	-30	Closed	-$50K	–	694
2015 Q2	$50K	Sell	30 -6	-17%	-$160	0.02%	438
2015 Q1	$43K	Sell	36 -36	-50%	-$806	0.02%	424
2014 Q4	$34K	Sell	72 -3,528	-98%	-$65K	0.01%	413
2014 Q3	$18K	Hold	3,600	–	–	0.01%	495
2014 Q2	$12K	Buy	+3,600	New	+$42K	0.01%	595

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

Financial Architects (New Jersey)'s PANW Position: Q2 2023 in Review

Financial Architects (New Jersey) increased its Palo Alto Networks (PANW) stake by 14% in Q2 2023, buying an estimated $64.7K and bringing the position to 4,930 shares worth $630K. The position accounts for 0.1% of the portfolio, ranked #183.

Financial Architects (New Jersey) first reported a position in PANW in Q3 2014 and has held it in 29 quarters since. 1,594 funds tracked by Wall St. Rank hold PANW as of Q2 2023.

Financial Architects (New Jersey) held 4,930 shares of Palo Alto Networks worth $630K as of Q2 2023.
Financial Architects (New Jersey) bought 622 Palo Alto Networks shares in Q2 2023, an estimated $64.7K.
Palo Alto Networks made up 0.1% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #183 holding.
Financial Architects (New Jersey) first reported a position in Palo Alto Networks in Q3 2014 and has held it in 29 quarters since.
1,594 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.