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Heritage Oak Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Heritage Oak Wealth Advisors’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
Q4 		– Sell
-1,238
Closed -$212K – 147
2024
Q3 		$212K Buy
+1,238
New +$208K 0.1% 139

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 $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Heritage Oak Wealth Advisors's PANW Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of Palo Alto Networks (PANW) in Q4 2024, closing a stake of 1,238 shares — an estimated $212K sold.

Heritage Oak Wealth Advisors first reported a position in PANW in Q3 2024 and held it in 1 quarter. The position peaked at $212K in Q3 2024. 2,295 funds tracked by Wall St. Rank hold PANW as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining Palo Alto Networks position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 1,238 Palo Alto Networks shares in Q4 2024, an estimated $212K.
  • Heritage Oak Wealth Advisors first reported a position in Palo Alto Networks in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's Palo Alto Networks position peaked at $212K in Q3 2024.
  • 2,295 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.