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Kiely Wealth Advisory Group’s Palo Alto Networks PANW Stock Holding History

Kiely Wealth Advisory 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
Q4 		$29.5K Hold
150
– – 0.02% 146
2024
Q3 		$29.9K Hold
150
– – 0.02% 143
2024
Q2 		$23.7K Buy
+150
New +$22.4K 0.01% 142

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Kiely Wealth Advisory Group's PANW Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Palo Alto Networks (PANW) position steady in Q4 2024 at 150 shares worth $29.5K. The position accounts for 0.02% of the portfolio, ranked #146.

Kiely Wealth Advisory Group first reported a position in PANW in Q2 2024 and has held it in 3 quarters since. The position peaked at $29.9K in Q3 2024. 2,291 funds tracked by Wall St. Rank hold PANW as of Q4 2024.

  • Kiely Wealth Advisory Group held 150 shares of Palo Alto Networks worth $29.5K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Palo Alto Networks share count unchanged in Q4 2024.
  • Palo Alto Networks made up 0.02% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #146 holding.
  • Kiely Wealth Advisory Group first reported a position in Palo Alto Networks in Q2 2024 and has held it in 3 quarters since.
  • Kiely Wealth Advisory Group's Palo Alto Networks position peaked at $29.9K in Q3 2024.
  • 2,291 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.