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ICA Group Wealth Management’s Palo Alto Networks PANW Stock Holding History

ICA Group Wealth 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
2024
Q2 		– Sell
-770
Closed -$109K – 1155
2024
Q1 		$109K Buy
770
+560
+267% +$88.3K 0.02% 379
2023
Q4 		$31K Buy
+210
New +$28.1K 0.01% 617
2023
Q3 		– Sell
-220
Closed -$28.1K – 909
2023
Q2 		$28.1K Buy
220
+100
+83% +$10.4K 0.01% 619
2023
Q1 		$12K Hold
120
– – ﹤0.01% 773
2022
Q4 		$8.37K Buy
+120
New +$9.64K ﹤0.01% 859

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ICA Group Wealth Management's PANW Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Palo Alto Networks (PANW) in Q2 2024, closing a stake of 770 shares — an estimated $109K sold.

ICA Group Wealth Management first reported a position in PANW in Q4 2022 and held it in 5 quarters. The position peaked at $109K in Q1 2024. 2,007 funds tracked by Wall St. Rank hold PANW as of Q2 2024.

  • ICA Group Wealth Management reported no remaining Palo Alto Networks position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 770 Palo Alto Networks shares in Q2 2024, an estimated $109K.
  • ICA Group Wealth Management first reported a position in Palo Alto Networks in Q4 2022 and held it in 5 quarters.
  • ICA Group Wealth Management's Palo Alto Networks position peaked at $109K in Q1 2024.
  • 2,007 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.