KWB Wealth’s Palo Alto Networks PANW Stock Holding History

KWB 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
2023 Q4	–	Sell	-1,746	Closed	-$223K	–	136
2023 Q3	$223K	Sell	1,746 -540	-24%	-$63.9K	0.04%	117
2023 Q2	$292K	Buy	+2,286	New	+$238K	0.05%	107
2022 Q4	–	Sell	-3,474	Closed	-$285K	–	122
2022 Q3	$285K	Sell	3,474 -546	-14%	-$47.3K	0.06%	83
2022 Q2	$331K	Sell	4,020 -1,164	-22%	-$103K	0.06%	82
2022 Q1	$481K	Hold	5,184	–	–	0.08%	57
2021 Q4	$481K	Hold	5,184	–	–	0.08%	57
2021 Q3	$414K	Hold	5,184	–	–	0.07%	61
2021 Q2	$278K	Hold	5,184	–	–	0.05%	70
2021 Q1	$278K	Buy	5,184 +642	+14%	+$38.2K	0.05%	71
2020 Q4	$269K	Buy	+4,542	New	+$212K	0.06%	67

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

Norges Bank Oslo, Norway $1T AUM

KWB Wealth's PANW Position: Q4 2023 in Review

KWB Wealth sold out of Palo Alto Networks (PANW) in Q4 2023, closing a stake of 1,746 shares — an estimated $223K sold.

KWB Wealth first reported a position in PANW in Q4 2020 and held it in 10 quarters. The position peaked at $481K in Q1 2022. 1,838 funds tracked by Wall St. Rank hold PANW as of Q4 2023.

KWB Wealth reported no remaining Palo Alto Networks position as of Q4 2023 after selling out during the quarter.
KWB Wealth sold 1,746 Palo Alto Networks shares in Q4 2023, an estimated $223K.
KWB Wealth first reported a position in Palo Alto Networks in Q4 2020 and held it in 10 quarters.
KWB Wealth's Palo Alto Networks position peaked at $481K in Q1 2022.
1,838 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2023.

Based on KWB Wealth's 13F filing for Q4 2023, filed 10 Jan 2024.