Gofen & Glossberg’s Palo Alto Networks PANW Stock Holding History

Gofen & Glossberg’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
2022 Q4	$9.86M	Buy	141,266 +5,032	+4%	+$404K	0.25%	91
2022 Q3	$11.2M	Buy	136,234 +27,520	+25%	+$2.38M	0.32%	78
2022 Q2	$8.95M	Buy	108,714 +73,086	+205%	+$6.48M	0.24%	97
2022 Q1	$3.7M	Buy	35,628 +28,566	+405%	+$2.56M	0.08%	161
2021 Q4	$655K	Buy	7,062 +3,564	+102%	+$308K	0.01%	308
2021 Q3	$279K	Buy	+3,498	New	+$246K	0.01%	458

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Gofen & Glossberg's PANW Position: Q4 2022 in Review

Gofen & Glossberg increased its Palo Alto Networks (PANW) stake by 3.7% in Q4 2022, buying an estimated $404K and bringing the position to 141,266 shares worth $9.86M. The position accounts for 0.25% of the portfolio, ranked #91.

Gofen & Glossberg first reported a position in PANW in Q3 2021 and has held it in 6 quarters since. The position peaked at $11.2M in Q3 2022. 1,378 funds tracked by Wall St. Rank hold PANW as of Q4 2022.

Gofen & Glossberg held 141,266 shares of Palo Alto Networks worth $9.86M as of Q4 2022.
Gofen & Glossberg bought 5,032 Palo Alto Networks shares in Q4 2022, an estimated $404K.
Palo Alto Networks made up 0.25% of Gofen & Glossberg's portfolio in Q4 2022, its #91 holding.
Gofen & Glossberg first reported a position in Palo Alto Networks in Q3 2021 and has held it in 6 quarters since.
Gofen & Glossberg's Palo Alto Networks position peaked at $11.2M in Q3 2022.
1,378 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.