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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

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

First Foundation Advisors's PANW Position: Q3 2024 in Review

First Foundation Advisors sold out of Palo Alto Networks (PANW) in Q3 2024, closing a stake of 518 shares — an estimated $87.8K sold.

First Foundation Advisors first reported a position in PANW in Q1 2016 and held it in 7 quarters. The position peaked at $464K in Q2 2016. 2,067 funds tracked by Wall St. Rank hold PANW as of Q3 2024.

  • First Foundation Advisors reported no remaining Palo Alto Networks position as of Q3 2024 after selling out during the quarter.
  • First Foundation Advisors sold 518 Palo Alto Networks shares in Q3 2024, an estimated $87.8K.
  • First Foundation Advisors first reported a position in Palo Alto Networks in Q1 2016 and held it in 7 quarters.
  • First Foundation Advisors's Palo Alto Networks position peaked at $464K in Q2 2016.
  • 2,067 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2024.

Based on First Foundation Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.