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FinTrust Capital Advisors’s Palo Alto Networks PANW Stock Holding History

FinTrust Capital 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 		$69.7K Sell
408
-136
-25% -$22.9K 0.01% 501
2024
Q2 		$92.2K Buy
544
+10
+2% +$1.5K 0.02% 417
2024
Q1 		$75.9K Sell
534
-1,718
-76% -$271K 0.01% 432
2023
Q4 		$332K Buy
2,252
+204
+10% +$27.3K 0.07% 210
2023
Q3 		$240K Sell
2,048
-126
-6% -$14.9K 0.05% 235
2023
Q2 		$268K Hold
2,174
– – 0.06% 226
2023
Q1 		$212K Buy
2,174
+2,000
+1,149% +$169K 0.05% 252
2022
Q4 		$12.1K Sell
174
-600
-78% -$48.2K ﹤0.01% 733
2022
Q3 		$63K Buy
774
+48
+7% +$4.16K 0.02% 466
2022
Q2 		$62K Hold
726
– – 0.02% 486
2022
Q1 		$75K Sell
726
-3,564
-83% -$319K 0.02% 475
2021
Q4 		$397K Sell
4,290
-1,710
-29% -$148K 0.09% 191
2021
Q3 		$479K Hold
6,000
– – 0.13% 147
2021
Q2 		$371K Buy
+6,000
New +$355K 0.1% 181
2020
Q2 		– Sell
-840
Closed -$23K – 1128
2020
Q1 		$23K Sell
840
-1,920
-70% -$67K 0.01% 591
2019
Q4 		$106K Buy
2,760
+1,290
+88% +$48.8K 0.04% 317
2019
Q3 		$50K Hold
1,470
– – 0.02% 450
2019
Q2 		$50K Sell
1,470
-1,200
-45% -$44.9K 0.02% 417
2019
Q1 		$108K Buy
2,670
+630
+31% +$23.4K 0.05% 263
2018
Q4 		$65K Buy
+2,040
New +$63.6K 0.03% 331

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

FinTrust Capital Advisors's PANW Position: Q3 2024 in Review

FinTrust Capital Advisors reduced its Palo Alto Networks (PANW) stake by 25% in Q3 2024, selling an estimated $22.9K and leaving 408 shares worth $69.7K. The position accounts for 0.01% of the portfolio, ranked #501.

FinTrust Capital Advisors first reported a position in PANW in Q4 2018 and has held it in 20 quarters since. The position peaked at $479K in Q3 2021. 2,067 funds tracked by Wall St. Rank hold PANW as of Q3 2024.

  • FinTrust Capital Advisors held 408 shares of Palo Alto Networks worth $69.7K as of Q3 2024.
  • FinTrust Capital Advisors sold 136 Palo Alto Networks shares in Q3 2024, an estimated $22.9K.
  • Palo Alto Networks made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #501 holding.
  • FinTrust Capital Advisors first reported a position in Palo Alto Networks in Q4 2018 and has held it in 20 quarters since.
  • FinTrust Capital Advisors's Palo Alto Networks position peaked at $479K in Q3 2021.
  • 2,067 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.