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Industrial Alliance Investment Management’s Palo Alto Networks PANW Stock Holding History

Industrial Alliance 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
2023
Q2 		– Sell
-153,448
Closed -$15.3M – 408
2023
Q1 		$15.3M Sell
153,448
-32,004
-17% -$2.71M 0.43% 54
2022
Q4 		$12.9M Buy
185,452
+11,240
+6% +$903K 0.36% 66
2022
Q3 		$14.3M Sell
174,212
-9,778
-5% -$847K 0.42% 65
2022
Q2 		$15.1M Sell
183,990
-8,190
-4% -$726K 0.43% 61
2022
Q1 		$19.9M Sell
192,180
-86,526
-31% -$7.74M 0.47% 53
2021
Q4 		$25.9M Buy
+278,706
New +$24.1M 0.6% 37

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Industrial Alliance Investment Management's PANW Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of Palo Alto Networks (PANW) in Q2 2023, closing a stake of 153,448 shares — an estimated $15.3M sold.

Industrial Alliance Investment Management first reported a position in PANW in Q4 2021 and held it in 6 quarters. The position peaked at $25.9M in Q4 2021. 1,594 funds tracked by Wall St. Rank hold PANW as of Q2 2023.

  • Industrial Alliance Investment Management reported no remaining Palo Alto Networks position as of Q2 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 153,448 Palo Alto Networks shares in Q2 2023, an estimated $15.3M.
  • Industrial Alliance Investment Management first reported a position in Palo Alto Networks in Q4 2021 and held it in 6 quarters.
  • Industrial Alliance Investment Management's Palo Alto Networks position peaked at $25.9M in Q4 2021.
  • 1,594 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.