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HVM
Harvest Volatility Management’s
Palo Alto Networks
PANW
Stock Holding History
Harvest Volatility Management’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
-18,820
Closed
-$2.4M
–
99
2023
Q2
$2.4M
Sell
18,820
-2,586
-12%
-$269K
0.48%
35
2023
Q1
$2.07M
Sell
21,406
-3,624
-14%
-$307K
0.42%
43
2022
Q4
$1.75M
Sell
25,030
-6,158
-20%
-$494K
0.35%
60
2022
Q3
$2.58M
Sell
31,188
-1,158
-4%
-$100K
0.45%
43
2022
Q2
$2.66M
Sell
32,346
-3,666
-10%
-$325K
0.43%
45
2022
Q1
$3.74M
Buy
36,012
+186
+0.5%
+$16.6K
0.42%
43
2021
Q4
$3.32K
Buy
+35,826
New
+$3.1M
﹤0.01%
68
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
Morgan Stanley
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$1.66T AUM
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1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
Capital Research Global Investors
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$645B AUM
30.41%
1-Year Est. Return
Royal Bank of Canada
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$528B AUM
27.57%
1-Year Est. Return
N
Nuveen
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$369B AUM
31.66%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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