Janiczek Wealth Management’s Palo Alto Networks PANW Stock Holding History

Janiczek 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	$14.9K	Hold	88	–	–	﹤0.01%	604
2024 Q1	$12.5K	Sell	88 -4	-4%	-$631	﹤0.01%	642
2023 Q4	$13.6K	Buy	92 +6	+7%	+$802	﹤0.01%	617
2023 Q3	$10.1K	Buy	86 +76	+760%	+$8.99K	﹤0.01%	636
2023 Q2	$1.28K	Hold	10	–	–	﹤0.01%	819
2023 Q1	$998	Buy	10 +4	+67%	+$339	﹤0.01%	847
2022 Q4	$410	Sell	6 -84	-93%	-$6.75K	﹤0.01%	927
2022 Q3	$7K	Hold	90	–	–	﹤0.01%	611
2022 Q2	$7K	Buy	90 +6	+7%	+$532	﹤0.01%	617
2022 Q1	$9K	Buy	84 +78	+1,300%	+$6.98K	﹤0.01%	592
2021 Q4	$1K	Hold	6	–	–	﹤0.01%	947
2021 Q3	$0	Buy	+6	New	+$422	﹤0.01%	1018

Other funds holding PANW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 $1.47T 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 Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return