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Institutional & Family Asset Management’s Palo Alto Networks PANW Stock Holding History

Institutional & Family Asset 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 		$62.4K Sell
368
-26
-7% -$3.89K 0.01% 220
2024
Q1 		$56K Hold
394
– – 0.01% 227
2023
Q4 		$58.1K Sell
394
-4
-1% -$535 0.01% 221
2023
Q3 		$46.7K Sell
398
-44
-10% -$5.21K 0.01% 224
2023
Q2 		$56.5K Sell
442
-32
-7% -$3.33K 0.01% 217
2023
Q1 		$47.3K Sell
474
-92
-16% -$7.8K 0.01% 224
2022
Q4 		$39.5K Sell
566
-154
-21% -$12.4K 0.01% 240
2022
Q3 		$59K Sell
720
-6
-0.8% -$520 0.01% 208
2022
Q2 		$60K Sell
726
-24
-3% -$2.13K 0.01% 212
2022
Q1 		$78K Sell
750
-30
-4% -$2.69K 0.01% 221
2021
Q4 		$72K Hold
780
– – 0.01% 235
2021
Q3 		$62K Hold
780
– – 0.01% 297
2021
Q2 		$48K Hold
780
– – 0.01% 334
2021
Q1 		$42K Sell
780
-6
-0.8% -$357 0.01% 378
2020
Q4 		$47K Buy
786
+66
+9% +$3.08K 0.01% 336
2020
Q3 		$29K Hold
720
– – 0.01% 354
2020
Q2 		$28K Buy
720
+66
+10% +$2.33K 0.01% 366
2020
Q1 		$18K Sell
654
-180
-22% -$6.28K ﹤0.01% 383
2019
Q4 		$32K Buy
834
+42
+5% +$1.59K 0.01% 370
2019
Q3 		$27K Hold
792
– – 0.01% 366
2019
Q2 		$27K Sell
792
-18
-2% -$673 0.01% 382
2019
Q1 		$33K Sell
810
-48
-6% -$1.78K 0.01% 370
2018
Q4 		$27K Hold
858
– – 0.01% 372
2018
Q3 		$32K Hold
858
– – 0.01% 392
2018
Q2 		$29K Sell
858
-12
-1% -$400 0.01% 394
2018
Q1 		$26K Buy
+870
New +$24.2K 0.01% 384

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

Institutional & Family Asset Management's PANW Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its Palo Alto Networks (PANW) stake by 6.6% in Q2 2024, selling an estimated $3.89K and leaving 368 shares worth $62.4K. The position accounts for 0.01% of the portfolio, ranked #220.

Institutional & Family Asset Management first reported a position in PANW in Q1 2018 and has held it in 26 quarters since. The position peaked at $78K in Q1 2022. 2,008 funds tracked by Wall St. Rank hold PANW as of Q2 2024.

  • Institutional & Family Asset Management held 368 shares of Palo Alto Networks worth $62.4K as of Q2 2024.
  • Institutional & Family Asset Management sold 26 Palo Alto Networks shares in Q2 2024, an estimated $3.89K.
  • Palo Alto Networks made up 0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #220 holding.
  • Institutional & Family Asset Management first reported a position in Palo Alto Networks in Q1 2018 and has held it in 26 quarters since.
  • Institutional & Family Asset Management's Palo Alto Networks position peaked at $78K in Q1 2022.
  • 2,008 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.