IWP
PANW icon

Icon Wealth Partners’s Palo Alto Networks PANW Stock Holding History

Icon Wealth Partners’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 		$102K Sell
866
-1,048
-55% -$124K 0.01% 386
2023
Q2 		$245K Buy
+1,914
New +$199K 0.03% 287
2019
Q2 		– Sell
-2,082
Closed -$84K – 591
2019
Q1 		$84K Buy
+2,082
New +$77.2K 0.03% 260
2018
Q1 		– Sell
-66
Closed -$2K – 592
2017
Q4 		$2K Buy
+66
New +$1.61K ﹤0.01% 835

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Icon Wealth Partners's PANW Position: Q3 2023 in Review

Icon Wealth Partners reduced its Palo Alto Networks (PANW) stake by 55% in Q3 2023, selling an estimated $124K and leaving 866 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #386.

Icon Wealth Partners first reported a position in PANW in Q4 2017 and has held it in 4 quarters since. The position peaked at $245K in Q2 2023. 1,636 funds tracked by Wall St. Rank hold PANW as of Q3 2023.

  • Icon Wealth Partners held 866 shares of Palo Alto Networks worth $102K as of Q3 2023.
  • Icon Wealth Partners sold 1,048 Palo Alto Networks shares in Q3 2023, an estimated $124K.
  • Palo Alto Networks made up 0.01% of Icon Wealth Partners's portfolio in Q3 2023, its #386 holding.
  • Icon Wealth Partners first reported a position in Palo Alto Networks in Q4 2017 and has held it in 4 quarters since.
  • Icon Wealth Partners's Palo Alto Networks position peaked at $245K in Q2 2023.
  • 1,636 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.