Financial Synergies Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Financial Synergies Wealth 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	–	Sell	-198	Closed	-$28.1K	–	339
2024 Q1	$28.1K	Buy	198 +192	+3,200%	+$30.3K	﹤0.01%	166
2023 Q4	$419	Hold	6	–	–	﹤0.01%	388
2023 Q3	$704	Hold	6	–	–	﹤0.01%	417
2023 Q2	$767	Hold	6	–	–	﹤0.01%	412
2023 Q1	$600	Hold	6	–	–	﹤0.01%	406
2022 Q4	$419	Hold	6	–	–	﹤0.01%	388
2022 Q3	$492	Hold	6	–	–	﹤0.01%	366
2022 Q2	$494	Buy	+6	New	+$532	﹤0.01%	377

Other funds holding PANW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Financial Synergies Wealth Advisors's PANW Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Palo Alto Networks (PANW) in Q2 2024, closing a stake of 198 shares — an estimated $28.1K sold.

Financial Synergies Wealth Advisors first reported a position in PANW in Q2 2022 and held it in 8 quarters. The position peaked at $28.1K in Q1 2024. 2,008 funds tracked by Wall St. Rank hold PANW as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Palo Alto Networks position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 198 Palo Alto Networks shares in Q2 2024, an estimated $28.1K.
Financial Synergies Wealth Advisors first reported a position in Palo Alto Networks in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Palo Alto Networks position peaked at $28.1K in Q1 2024.
2,008 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.