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	–	703
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	–	843
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 $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

First Personal Financial Services's PANW Position: Q3 2024 in Review

First Personal Financial Services increased its Palo Alto Networks (PANW) stake by 1.3% in Q3 2024, buying an estimated $337 and bringing the position to 152 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #247.

First Personal Financial Services first reported a position in PANW in Q2 2016 and has held it in 15 quarters since. The position peaked at $54K in Q3 2022. 2,067 funds tracked by Wall St. Rank hold PANW as of Q3 2024.

First Personal Financial Services held 152 shares of Palo Alto Networks worth $26K as of Q3 2024.
First Personal Financial Services bought 2 Palo Alto Networks shares in Q3 2024, an estimated $337.
Palo Alto Networks made up 0.01% of First Personal Financial Services's portfolio in Q3 2024, its #247 holding.
First Personal Financial Services first reported a position in Palo Alto Networks in Q2 2016 and has held it in 15 quarters since.
First Personal Financial Services's Palo Alto Networks position peaked at $54K in Q3 2022.
2,067 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.