Kula Investments’s Palo Alto Networks PANW Stock Holding History

Kula Investments’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 Q1	–	Sell	-5,074	Closed	-$354K	–	799
2022 Q4	$354K	Buy	+5,074	New	+$407K	0.1%	323

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

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Kula Investments's PANW Position: Q1 2023 in Review

Kula Investments sold out of Palo Alto Networks (PANW) in Q1 2023, closing a stake of 5,074 shares — an estimated $354K sold.

Kula Investments first reported a position in PANW in Q4 2022 and held it in 1 quarter. The position peaked at $354K in Q4 2022. 1,470 funds tracked by Wall St. Rank hold PANW as of Q1 2023.

Kula Investments reported no remaining Palo Alto Networks position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 5,074 Palo Alto Networks shares in Q1 2023, an estimated $354K.
Kula Investments first reported a position in Palo Alto Networks in Q4 2022 and held it in 1 quarter.
Kula Investments's Palo Alto Networks position peaked at $354K in Q4 2022.
1,470 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.