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First Trust Investment Solutions’s Palo Alto Networks PANW Stock Holding History

First Trust Investment Solutions’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 		$419K Buy
2,454
+490
+25% +$82.5K 0.05% 198
2024
Q2 		$333K Buy
+1,964
New +$294K 0.05% 200
2024
Q1 		– Sell
-2,252
Closed -$332K – 272
2023
Q4 		$332K Buy
+2,252
New +$301K 0.07% 162

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.56T 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 $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Trust Investment Solutions's PANW Position: Q3 2024 in Review

First Trust Investment Solutions increased its Palo Alto Networks (PANW) stake by 25% in Q3 2024, buying an estimated $82.5K and bringing the position to 2,454 shares worth $419K. The position accounts for 0.05% of the portfolio, ranked #198.

First Trust Investment Solutions first reported a position in PANW in Q4 2023 and has held it in 3 quarters since. 2,065 funds tracked by Wall St. Rank hold PANW as of Q3 2024.

  • First Trust Investment Solutions held 2,454 shares of Palo Alto Networks worth $419K as of Q3 2024.
  • First Trust Investment Solutions bought 490 Palo Alto Networks shares in Q3 2024, an estimated $82.5K.
  • Palo Alto Networks made up 0.05% of First Trust Investment Solutions's portfolio in Q3 2024, its #198 holding.
  • First Trust Investment Solutions first reported a position in Palo Alto Networks in Q4 2023 and has held it in 3 quarters since.
  • 2,065 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.