Gilbert & Cook’s Palo Alto Networks PANW Stock Holding History

Gilbert & Cook’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
2023 Q3	–	Sell	-3,648	Closed	-$466K	–	235
2023 Q2	$466K	Sell	3,648 -1,774	-33%	-$185K	0.07%	119
2023 Q1	$541K	Sell	5,422 -2	-0%	-$169	0.09%	91
2022 Q4	$378K	Sell	5,424 -1,356	-20%	-$109K	0.07%	132
2022 Q3	$548K	Buy	6,780 +168	+3%	+$14.5K	0.12%	94
2022 Q2	$544K	Buy	6,612 +612	+10%	+$54.3K	0.1%	88
2022 Q1	$623K	Buy	6,000 +1,842	+44%	+$165K	0.1%	84
2021 Q4	$386K	Buy	+4,158	New	+$360K	0.06%	147

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Gilbert & Cook's PANW Position: Q3 2023 in Review

Gilbert & Cook sold out of Palo Alto Networks (PANW) in Q3 2023, closing a stake of 3,648 shares — an estimated $466K sold.

Gilbert & Cook first reported a position in PANW in Q4 2021 and held it in 7 quarters. The position peaked at $623K in Q1 2022. 1,635 funds tracked by Wall St. Rank hold PANW as of Q3 2023.

Gilbert & Cook reported no remaining Palo Alto Networks position as of Q3 2023 after selling out during the quarter.
Gilbert & Cook sold 3,648 Palo Alto Networks shares in Q3 2023, an estimated $466K.
Gilbert & Cook first reported a position in Palo Alto Networks in Q4 2021 and held it in 7 quarters.
Gilbert & Cook's Palo Alto Networks position peaked at $623K in Q1 2022.
1,635 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2023.

Based on Gilbert & Cook's 13F filing for Q3 2023, filed 2 Nov 2023.