Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
FPFS
First Personal Financial Services’s
Palo Alto Networks
PANW
Stock Holding History
First Personal Financial Services’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
$26K
Buy
152
+2
+1%
+$337
0.01%
247
2024
Q2
$25.4K
Hold
150
–
–
0.01%
225
2024
Q1
$21.3K
Hold
150
–
–
﹤0.01%
237
2023
Q4
$22.1K
Hold
150
–
–
0.01%
253
2023
Q3
$17.6K
Sell
150
-98
-40%
-$11.6K
﹤0.01%
271
2023
Q2
$31.7K
Sell
248
-60
-19%
-$6.24K
0.01%
241
2023
Q1
$30.8K
Sell
308
-172
-36%
-$14.6K
0.01%
248
2022
Q4
$33.5K
Sell
480
-174
-27%
-$14K
0.01%
247
2022
Q3
$54K
Buy
+654
New
+$56.6K
0.02%
191
2019
Q3
–
Sell
-738
Closed
-$25K
–
707
2019
Q2
$25K
Buy
738
+84
+13%
+$3.14K
0.01%
380
2019
Q1
$26K
Buy
654
+102
+18%
+$3.78K
0.01%
366
2018
Q4
$17K
Sell
552
-54
-9%
-$1.68K
0.01%
397
2018
Q3
$23K
Hold
606
–
–
0.01%
391
2018
Q2
$21K
Buy
+606
New
+$20.2K
0.01%
389
2016
Q3
–
Sell
-66
Closed
-$1K
–
844
2016
Q2
$1K
Buy
+66
New
+$1.53K
﹤0.01%
797
Other funds holding PANW
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T 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
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close