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 $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Jay D. Rosenbaum's PANW Position: Q1 2024 in Review

Jay D. Rosenbaum sold out of Palo Alto Networks (PANW) in Q1 2024, closing a stake of 5,120 shares — an estimated $755K sold.

Jay D. Rosenbaum first reported a position in PANW in Q3 2021 and held it in 10 quarters. The position peaked at $1.18M in Q2 2023. 1,902 funds tracked by Wall St. Rank hold PANW as of Q1 2024.

Jay D. Rosenbaum reported no remaining Palo Alto Networks position as of Q1 2024 after selling out during the quarter.
Jay D. Rosenbaum sold 5,120 Palo Alto Networks shares in Q1 2024, an estimated $755K.
Jay D. Rosenbaum first reported a position in Palo Alto Networks in Q3 2021 and held it in 10 quarters.
Jay D. Rosenbaum's Palo Alto Networks position peaked at $1.18M in Q2 2023.
1,902 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2024.

Based on Jay D. Rosenbaum's 13F filing for Q1 2024, filed 15 May 2024.