Guardian Capital Advisors (Canada)’s Palo Alto Networks PANW Stock Holding History

Guardian Capital Advisors (Canada)’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	$1.2M	Sell	7,300 -1,000	-12%	-$168K	0.12%	103
2024 Q2	$1.4M	Sell	8,300 -100	-1%	-$15K	0.15%	96
2024 Q1	$1.16M	Buy	8,400 +850	+11%	+$134K	0.13%	97
2023 Q4	$1.09M	Sell	7,550 -1,200	-14%	-$160K	0.11%	105
2023 Q3	$1.13M	Buy	8,750 +1,600	+22%	+$189K	0.13%	104
2023 Q2	$832K	Sell	7,150 -1,850	-21%	-$193K	0.09%	101
2023 Q1	$879K	Buy	9,000 +4,300	+91%	+$364K	0.1%	98
2022 Q4	$321K	Buy	+4,700	New	+$377K	0.04%	137
2022 Q2	–	Sell	-4,950	Closed	-$505K	–	171
2022 Q1	$505K	Sell	4,950 -2,310	-32%	-$207K	0.05%	124
2021 Q4	$644K	Sell	7,260 -1,200	-14%	-$104K	0.06%	118
2021 Q3	$662K	Sell	8,460 -1,500	-15%	-$105K	0.07%	115
2021 Q2	$619K	Hold	9,960	–	–	0.06%	118
2021 Q1	$599K	Buy	9,960 +960	+11%	+$57.1K	0.07%	117
2020 Q4	$525K	Buy	+9,000	New	+$420K	0.07%	113

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

Guardian Capital Advisors (Canada)'s PANW Position: Q3 2024 in Review

Guardian Capital Advisors (Canada) reduced its Palo Alto Networks (PANW) stake by 12% in Q3 2024, selling an estimated $168K and leaving 7,300 shares worth $1.2M. The position accounts for 0.12% of the portfolio, ranked #103.

Guardian Capital Advisors (Canada) first reported a position in PANW in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.4M in Q2 2024. 2,067 funds tracked by Wall St. Rank hold PANW as of Q3 2024.

Guardian Capital Advisors (Canada) held 7,300 shares of Palo Alto Networks worth $1.2M as of Q3 2024.
Guardian Capital Advisors (Canada) sold 1,000 Palo Alto Networks shares in Q3 2024, an estimated $168K.
Palo Alto Networks made up 0.12% of Guardian Capital Advisors (Canada)'s portfolio in Q3 2024, its #103 holding.
Guardian Capital Advisors (Canada) first reported a position in Palo Alto Networks in Q4 2020 and has held it in 14 quarters since.
Guardian Capital Advisors (Canada)'s Palo Alto Networks position peaked at $1.4M in Q2 2024.
2,067 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2024.

Based on Guardian Capital Advisors (Canada)'s 13F filing for Q3 2024, filed 12 Nov 2024.