LJAC
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L.J. Altfest & Co’s Palo Alto Networks PANW Stock Holding History

L.J. Altfest & Co’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
Q2 		– Sell
-2,972
Closed -$422K – 334
2024
Q1 		$422K Buy
+2,972
New +$469K 0.06% 209
2021
Q3 		– Sell
-17,982
Closed -$1.11M – 274
2021
Q2 		$1.11M Buy
17,982
+3,942
+28% +$234K 0.24% 75
2021
Q1 		$754K Buy
14,040
+60
+0.4% +$3.57K 0.18% 102
2020
Q4 		$828K Buy
13,980
+12
+0.1% +$561 0.2% 89
2020
Q3 		$570K Sell
13,968
-60
-0.4% -$2.5K 0.15% 108
2020
Q2 		$537K Buy
14,028
+5,748
+69% +$203K 0.15% 101
2020
Q1 		$226K Buy
8,280
+168
+2% +$5.87K 0.07% 167
2019
Q4 		$313K Buy
8,112
+486
+6% +$18.4K 0.08% 148
2019
Q3 		$259K Buy
+7,626
New +$270K 0.07% 151

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

L.J. Altfest & Co's PANW Position: Q2 2024 in Review

L.J. Altfest & Co sold out of Palo Alto Networks (PANW) in Q2 2024, closing a stake of 2,972 shares — an estimated $422K sold.

L.J. Altfest & Co first reported a position in PANW in Q3 2019 and held it in 9 quarters. The position peaked at $1.11M in Q2 2021. 2,007 funds tracked by Wall St. Rank hold PANW as of Q2 2024.

  • L.J. Altfest & Co reported no remaining Palo Alto Networks position as of Q2 2024 after selling out during the quarter.
  • L.J. Altfest & Co sold 2,972 Palo Alto Networks shares in Q2 2024, an estimated $422K.
  • L.J. Altfest & Co first reported a position in Palo Alto Networks in Q3 2019 and held it in 9 quarters.
  • L.J. Altfest & Co's Palo Alto Networks position peaked at $1.11M in Q2 2021.
  • 2,007 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2024.

Based on L.J. Altfest & Co's 13F filing for Q2 2024, filed 7 Aug 2024.