Hotaling Investment Management’s Palo Alto Networks PANW Stock Holding History

Hotaling Investment 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
2022 Q4	–	Sell	-21,414	Closed	-$1.75M	–	127
2022 Q3	$1.75M	Sell	21,414 -174	-0.8%	-$15.1K	0.84%	38
2022 Q2	$1.78M	Buy	21,588 +8,232	+62%	+$730K	0.77%	39
2022 Q1	$1.39M	Buy	+13,356	New	+$1.2M	0.53%	55
2019 Q2	–	Sell	-5,946	Closed	-$241K	–	121
2019 Q1	$241K	Sell	5,946 -2,646	-31%	-$98.1K	0.16%	106
2018 Q4	$270K	Buy	+8,592	New	+$268K	0.22%	92

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

Hotaling Investment Management's PANW Position: Q4 2022 in Review

Hotaling Investment Management sold out of Palo Alto Networks (PANW) in Q4 2022, closing a stake of 21,414 shares — an estimated $1.75M sold.

Hotaling Investment Management first reported a position in PANW in Q4 2018 and held it in 5 quarters. The position peaked at $1.78M in Q2 2022. 1,377 funds tracked by Wall St. Rank hold PANW as of Q4 2022.

Hotaling Investment Management reported no remaining Palo Alto Networks position as of Q4 2022 after selling out during the quarter.
Hotaling Investment Management sold 21,414 Palo Alto Networks shares in Q4 2022, an estimated $1.75M.
Hotaling Investment Management first reported a position in Palo Alto Networks in Q4 2018 and held it in 5 quarters.
Hotaling Investment Management's Palo Alto Networks position peaked at $1.78M in Q2 2022.
1,377 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2022.

Based on Hotaling Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.