Kore Private Wealth’s Palo Alto Networks PANW Stock Holding History

Kore Private Wealth’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
2022 Q3	–	Sell	-2,562	Closed	-$211K	–	304
2022 Q2	$211K	Hold	2,562	–	–	0.03%	267
2022 Q1	$266K	Hold	2,562	–	–	0.03%	268
2021 Q4	$238K	Buy	+2,562	New	+$222K	0.03%	269
2020 Q3	–	Sell	-24	Closed	–	–	844
2020 Q2	$0	Hold	24	–	–	﹤0.01%	1237
2020 Q1	$1K	Buy	+24	New	+$838	﹤0.01%	1013

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kore Private Wealth's PANW Position: Q3 2022 in Review

Kore Private Wealth sold out of Palo Alto Networks (PANW) in Q3 2022, closing a stake of 2,562 shares — an estimated $211K sold.

Kore Private Wealth first reported a position in PANW in Q1 2020 and held it in 5 quarters. The position peaked at $266K in Q1 2022. 1,355 funds tracked by Wall St. Rank hold PANW as of Q3 2022.

Kore Private Wealth reported no remaining Palo Alto Networks position as of Q3 2022 after selling out during the quarter.
Kore Private Wealth sold 2,562 Palo Alto Networks shares in Q3 2022, an estimated $211K.
Kore Private Wealth first reported a position in Palo Alto Networks in Q1 2020 and held it in 5 quarters.
Kore Private Wealth's Palo Alto Networks position peaked at $266K in Q1 2022.
1,355 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.