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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 		– Hold
0
– – – 194
2019
Q4 		– Sell
-12,000
Closed -$2.34M – 1106
2019
Q3 		$2.34M Buy
+12,000
New +$425K 0.8% 28

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

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. 2,065 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.
  • 2,065 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.