Laurel Wealth Advisors (California)’s Palo Alto Networks PANW Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	$607K	Buy	8,702 +554	+7%	+$44.5K	0.06%	319
2022 Q3	$668K	Buy	8,148 +816	+11%	+$70.7K	0.07%	290
2022 Q2	$604K	Buy	7,332 +1,818	+33%	+$161K	0.06%	314
2022 Q1	$572K	Buy	5,514 +1,452	+36%	+$130K	0.05%	372
2021 Q4	$377K	Buy	4,062 +462	+13%	+$40K	0.03%	551
2021 Q3	$287K	Sell	3,600 -330	-8%	-$23.2K	0.05%	348
2021 Q2	$243K	Buy	3,930 +114	+3%	+$6.75K	0.03%	454
2021 Q1	$205K	Sell	3,816 -672	-15%	-$39.9K	0.03%	443
2020 Q4	$266K	Buy	+4,488	New	+$210K	0.04%	364
2018 Q4	–	Sell	-618	Closed	-$23K	–	413
2018 Q3	$23K	Buy	+618	New	+$22.5K	0.01%	411

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Laurel Wealth Advisors (California)'s PANW Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Palo Alto Networks (PANW) stake by 6.8% in Q4 2022, buying an estimated $44.5K and bringing the position to 8,702 shares worth $607K. The position accounts for 0.06% of the portfolio, ranked #319.

Laurel Wealth Advisors (California) first reported a position in PANW in Q3 2018 and has held it in 10 quarters since. The position peaked at $668K in Q3 2022. 1,377 funds tracked by Wall St. Rank hold PANW as of Q4 2022.

Laurel Wealth Advisors (California) held 8,702 shares of Palo Alto Networks worth $607K as of Q4 2022.
Laurel Wealth Advisors (California) bought 554 Palo Alto Networks shares in Q4 2022, an estimated $44.5K.
Palo Alto Networks made up 0.06% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #319 holding.
Laurel Wealth Advisors (California) first reported a position in Palo Alto Networks in Q3 2018 and has held it in 10 quarters since.
Laurel Wealth Advisors (California)'s Palo Alto Networks position peaked at $668K in Q3 2022.
1,377 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.