First Trust Direct Indexing’s Palo Alto Networks PANW Stock Holding History

First Trust Direct Indexing’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 Q4	–	Sell	-19,002	Closed	-$3.25M	–	646
2024 Q3	$3.25M	Buy	19,002 +3,968	+26%	+$668K	0.17%	110
2024 Q2	$2.55M	Buy	15,034 +4,308	+40%	+$644K	0.16%	118
2024 Q1	$1.52M	Buy	10,726 +1,576	+17%	+$249K	0.11%	190
2023 Q4	$1.35M	Buy	9,150 +2,148	+31%	+$287K	0.12%	187
2023 Q3	$821K	Buy	7,002 +2,492	+55%	+$295K	0.09%	255
2023 Q2	$576K	Buy	4,510 +1,112	+33%	+$116K	0.06%	364
2023 Q1	$339K	Sell	3,398 -1,338	-28%	-$113K	0.04%	507
2022 Q4	$330K	Sell	4,736 -404	-8%	-$32.4K	0.04%	482
2022 Q3	$421K	Buy	5,140 +304	+6%	+$26.3K	0.06%	385
2022 Q2	$398K	Buy	4,836 +204	+4%	+$18.1K	0.06%	399
2022 Q1	$481K	Buy	4,632 +300	+7%	+$26.9K	0.06%	379
2021 Q4	$402K	Buy	4,332 +120	+3%	+$10.4K	0.05%	410
2021 Q3	$336K	Buy	+4,212	New	+$296K	0.05%	445

Other funds holding PANW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

First Trust Direct Indexing's PANW Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Palo Alto Networks (PANW) in Q4 2024, closing a stake of 19,002 shares — an estimated $3.25M sold.

First Trust Direct Indexing first reported a position in PANW in Q3 2021 and held it in 13 quarters. The position peaked at $3.25M in Q3 2024. 2,291 funds tracked by Wall St. Rank hold PANW as of Q4 2024.

First Trust Direct Indexing reported no remaining Palo Alto Networks position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 19,002 Palo Alto Networks shares in Q4 2024, an estimated $3.25M.
First Trust Direct Indexing first reported a position in Palo Alto Networks in Q3 2021 and held it in 13 quarters.
First Trust Direct Indexing's Palo Alto Networks position peaked at $3.25M in Q3 2024.
2,291 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.