KLK Capital Management’s Palo Alto Networks PANW Stock Holding History

KLK Capital 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
2023 Q3	$1.77M	Sell	15,106 -548	-4%	-$64.8K	2.37%	13
2023 Q2	$2M	Sell	15,654 -922	-6%	-$95.9K	2.46%	13
2023 Q1	$1.66M	Buy	16,576 +258	+2%	+$21.9K	2.09%	15
2022 Q4	$1.14M	Buy	16,318 +222	+1%	+$17.8K	1.52%	17
2022 Q3	$1.32M	Buy	+16,096	New	+$1.39M	1.71%	16
2022 Q1	$1.77M	Sell	17,076 -156	-0.9%	-$14K	1.77%	13
2021 Q4	$1.6M	Sell	17,232 -438	-2%	-$37.9K	1.52%	15
2021 Q3	$1.41M	Buy	17,670 +840	+5%	+$59K	1.29%	21
2021 Q2	$1.04M	Buy	+16,830	New	+$997K	0.9%	36

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

KLK Capital Management's PANW Position: Q3 2023 in Review

KLK Capital Management reduced its Palo Alto Networks (PANW) stake by 3.5% in Q3 2023, selling an estimated $64.8K and leaving 15,106 shares worth $1.77M. The position accounts for 2.37% of the portfolio, ranked #13.

KLK Capital Management first reported a position in PANW in Q2 2021 and has held it in 9 quarters since. The position peaked at $2M in Q2 2023. 1,637 funds tracked by Wall St. Rank hold PANW as of Q3 2023.

KLK Capital Management held 15,106 shares of Palo Alto Networks worth $1.77M as of Q3 2023.
KLK Capital Management sold 548 Palo Alto Networks shares in Q3 2023, an estimated $64.8K.
Palo Alto Networks made up 2.37% of KLK Capital Management's portfolio in Q3 2023, its #13 holding.
KLK Capital Management first reported a position in Palo Alto Networks in Q2 2021 and has held it in 9 quarters since.
KLK Capital Management's Palo Alto Networks position peaked at $2M in Q2 2023.
1,637 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2023.

Based on KLK Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.