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InterOcean Capital Group’s Palo Alto Networks PANW Stock Holding History

InterOcean Capital Group’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
Q1 		$405K Buy
2,850
+188
+7% +$29.7K 0.01% 336
2023
Q4 		$392K Buy
2,662
+600
+29% +$80.2K 0.01% 333
2023
Q3 		$242K Buy
2,062
+234
+13% +$27.7K 0.01% 383
2023
Q2 		$234K Buy
+1,828
New +$190K 0.01% 387

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

InterOcean Capital Group's PANW Position: Q1 2024 in Review

InterOcean Capital Group increased its Palo Alto Networks (PANW) stake by 7.1% in Q1 2024, buying an estimated $29.7K and bringing the position to 2,850 shares worth $405K. The position accounts for 0.01% of the portfolio, ranked #336.

InterOcean Capital Group first reported a position in PANW in Q2 2023 and has held it in 4 quarters since. 1,901 funds tracked by Wall St. Rank hold PANW as of Q1 2024.

  • InterOcean Capital Group held 2,850 shares of Palo Alto Networks worth $405K as of Q1 2024.
  • InterOcean Capital Group bought 188 Palo Alto Networks shares in Q1 2024, an estimated $29.7K.
  • Palo Alto Networks made up 0.01% of InterOcean Capital Group's portfolio in Q1 2024, its #336 holding.
  • InterOcean Capital Group first reported a position in Palo Alto Networks in Q2 2023 and has held it in 4 quarters since.
  • 1,901 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.