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 +35,976	+99,933%	+$3.22M	0.42%	43
2021 Q4	$3.32K	Buy	+36	New	+$3.11K	﹤0.01%	68

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harvest Volatility Management's PANW Position: Q3 2023 in Review

Harvest Volatility Management sold out of Palo Alto Networks (PANW) in Q3 2023, closing a stake of 18,820 shares — an estimated $2.4M sold.

Harvest Volatility Management first reported a position in PANW in Q4 2021 and held it in 7 quarters. The position peaked at $3.74M in Q1 2022. 1,635 funds tracked by Wall St. Rank hold PANW as of Q3 2023.

Harvest Volatility Management reported no remaining Palo Alto Networks position as of Q3 2023 after selling out during the quarter.
Harvest Volatility Management sold 18,820 Palo Alto Networks shares in Q3 2023, an estimated $2.4M.
Harvest Volatility Management first reported a position in Palo Alto Networks in Q4 2021 and held it in 7 quarters.
Harvest Volatility Management's Palo Alto Networks position peaked at $3.74M in Q1 2022.
1,635 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2023.

Based on Harvest Volatility Management's 13F filing for Q3 2023, filed 7 Nov 2023.