Jay D. Rosenbaum’s Palo Alto Networks PANW Stock Holding History

Jay D. Rosenbaum’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	–	Sell	-5,120	Closed	-$755K	–	52
2023 Q4	$755K	Sell	5,120 -4,494	-47%	-$601K	1.95%	13
2023 Q3	$1.13M	Buy	9,614 +360	+4%	+$42.6K	1.89%	15
2023 Q2	$1.18M	Buy	9,254 +460	+5%	+$47.9K	1.9%	15
2023 Q1	$878K	Buy	8,794 +1,286	+17%	+$109K	1.62%	25
2022 Q4	$524K	Buy	7,508 +404	+6%	+$32.4K	1.13%	41
2022 Q3	$582K	Buy	7,104 +456	+7%	+$39.5K	1.34%	33
2022 Q2	$547K	Sell	6,648 -258	-4%	-$22.9K	1.06%	40
2022 Q1	$717K	Buy	6,906 +444	+7%	+$39.7K	1.13%	39
2021 Q4	$600K	Sell	6,462 -552	-8%	-$47.7K	0.88%	41
2021 Q3	$560K	Buy	+7,014	New	+$493K	0.93%	40

Other funds holding PANW

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

BlackRock New York $5.72T 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 $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return