Halpern Financial’s Palo Alto Networks PANW Stock Holding History

Halpern Financial’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	-110	Closed	-$14.1K	–	245
2023 Q2	$14.1K	Buy	+110	New	+$11.4K	﹤0.01%	131
2022 Q3	–	Sell	-78	Closed	-$6.42K	–	287
2022 Q2	$6.42K	Buy	+78	New	+$6.92K	﹤0.01%	187
2020 Q3	–	Sell	-48	Closed	-$1.84K	–	218
2020 Q2	$1.84K	Buy	+48	New	+$1.69K	﹤0.01%	155

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Halpern Financial's PANW Position: Q3 2023 in Review

Halpern Financial sold out of Palo Alto Networks (PANW) in Q3 2023, closing a stake of 110 shares — an estimated $14.1K sold.

Halpern Financial first reported a position in PANW in Q2 2020 and held it in 3 quarters. The position peaked at $14.1K in Q2 2023. 1,636 funds tracked by Wall St. Rank hold PANW as of Q3 2023.

Halpern Financial reported no remaining Palo Alto Networks position as of Q3 2023 after selling out during the quarter.
Halpern Financial sold 110 Palo Alto Networks shares in Q3 2023, an estimated $14.1K.
Halpern Financial first reported a position in Palo Alto Networks in Q2 2020 and held it in 3 quarters.
Halpern Financial's Palo Alto Networks position peaked at $14.1K in Q2 2023.
1,636 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2023.

Based on Halpern Financial's 13F filing for Q3 2023, filed 10 Oct 2023.