FFA
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First Foundation Advisors’s Palo Alto Networks PANW Stock Holding History

First Foundation 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 		– Sell
-518
Closed -$87.8K – 424
2024
Q2 		$87.8K Hold
518
– – ﹤0.01% 377
2024
Q1 		$73.6K Buy
518
+142
+38% +$22.4K ﹤0.01% 392
2023
Q4 		$55.4K Sell
376
-2,278
-86% -$305K ﹤0.01% 409
2023
Q3 		$311K Sell
2,654
-66
-2% -$7.81K 0.01% 324
2023
Q2 		$347K Buy
+2,720
New +$283K 0.02% 289
2016
Q3 		– Sell
-22,680
Closed -$464K – 314
2016
Q2 		$464K Buy
22,680
+9,840
+77% +$228K 0.03% 197
2016
Q1 		$349K Buy
+12,840
New +$316K 0.03% 212

Other funds holding PANW

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T 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 $431B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return