Heritage Wealth Management (Arizona)’s Palo Alto Networks PANW Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$134K	Buy	1,920 +960	+100%	+$77.1K	0.02%	378
2022 Q3	$79K	Hold	960	–	–	0.03%	352
2022 Q2	$79K	Hold	960	–	–	0.03%	361
2022 Q1	$100K	Buy	+960	New	+$85.9K	0.03%	368
2021 Q3	$5K	Hold	60	–	–	﹤0.01%	735
2021 Q2	$4K	Buy	+60	New	+$3.56K	﹤0.01%	782

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s PANW Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Palo Alto Networks (PANW) stake by 100% in Q4 2022, buying an estimated $77.1K and bringing the position to 1,920 shares worth $134K. The position accounts for 0.02% of the portfolio, ranked #378.

Heritage Wealth Management (Arizona) first reported a position in PANW in Q2 2021 and has held it in 6 quarters since. 1,377 funds tracked by Wall St. Rank hold PANW as of Q4 2022.

Heritage Wealth Management (Arizona) held 1,920 shares of Palo Alto Networks worth $134K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 960 Palo Alto Networks shares in Q4 2022, an estimated $77.1K.
Palo Alto Networks made up 0.02% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #378 holding.
Heritage Wealth Management (Arizona) first reported a position in Palo Alto Networks in Q2 2021 and has held it in 6 quarters since.
1,377 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.