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GYL Financial Synergies’s Palo Alto Networks PANW Stock Holding History

GYL Financial Synergies’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 		$677K Buy
3,964
+336
+9% +$56.6K 0.05% 216
2024
Q2 		$615K Buy
3,628
+202
+6% +$30.2K 0.05% 220
2024
Q1 		$487K Buy
3,426
+980
+40% +$155K 0.04% 247
2023
Q4 		$361K Sell
2,446
-964
-28% -$129K 0.03% 270
2023
Q3 		$400K Buy
3,410
+136
+4% +$16.1K 0.04% 254
2023
Q2 		$418K Buy
3,274
+520
+19% +$54.1K 0.04% 254
2023
Q1 		$275K Buy
+2,754
New +$233K 0.03% 243
2022
Q4 		– Sell
-2,634
Closed -$216K – 222
2022
Q3 		$216K Buy
2,634
+120
+5% +$10.4K 0.06% 179
2022
Q2 		$207K Sell
2,514
-60
-2% -$5.32K 0.06% 180
2022
Q1 		$267K Buy
2,574
+150
+6% +$13.4K 0.06% 169
2021
Q4 		$225K Buy
+2,424
New +$210K 0.06% 191

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

GYL Financial Synergies's PANW Position: Q3 2024 in Review

GYL Financial Synergies increased its Palo Alto Networks (PANW) stake by 9.3% in Q3 2024, buying an estimated $56.6K and bringing the position to 3,964 shares worth $677K. The position accounts for 0.05% of the portfolio, ranked #216.

GYL Financial Synergies first reported a position in PANW in Q4 2021 and has held it in 11 quarters since. 2,067 funds tracked by Wall St. Rank hold PANW as of Q3 2024.

  • GYL Financial Synergies held 3,964 shares of Palo Alto Networks worth $677K as of Q3 2024.
  • GYL Financial Synergies bought 336 Palo Alto Networks shares in Q3 2024, an estimated $56.6K.
  • Palo Alto Networks made up 0.05% of GYL Financial Synergies's portfolio in Q3 2024, its #216 holding.
  • GYL Financial Synergies first reported a position in Palo Alto Networks in Q4 2021 and has held it in 11 quarters since.
  • 2,067 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.