Lee Financial’s Palo Alto Networks PANW Stock Holding History

Lee Financial’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 Q1	–	Sell	-24	Closed	-$3.54K	–	619
2023 Q4	$3.54K	Hold	24	–	–	﹤0.01%	618
2023 Q3	$2.81K	Hold	24	–	–	﹤0.01%	611
2023 Q2	$3.07K	Sell	24 -30	-56%	-$3.12K	﹤0.01%	579
2023 Q1	$5.39K	Buy	54 +24	+80%	+$2.03K	﹤0.01%	516
2022 Q4	$2.09K	Buy	30 +6	+25%	+$482	﹤0.01%	684
2022 Q3	$2K	Hold	24	–	–	﹤0.01%	695
2022 Q2	$2K	Hold	24	–	–	﹤0.01%	715
2022 Q1	$2K	Hold	24	–	–	﹤0.01%	668
2021 Q4	$2K	Buy	+24	New	+$2.08K	﹤0.01%	767
2019 Q1	–	Sell	-150	Closed	-$5K	–	538
2018 Q4	$5K	Buy	+150	New	+$4.68K	﹤0.01%	369

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Norges Bank Oslo, Norway $1T AUM

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

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

Lee Financial's PANW Position: Q1 2024 in Review

Lee Financial sold out of Palo Alto Networks (PANW) in Q1 2024, closing a stake of 24 shares — an estimated $3.54K sold.

Lee Financial first reported a position in PANW in Q4 2018 and held it in 10 quarters. The position peaked at $5.39K in Q1 2023. 1,903 funds tracked by Wall St. Rank hold PANW as of Q1 2024.

Lee Financial reported no remaining Palo Alto Networks position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 24 Palo Alto Networks shares in Q1 2024, an estimated $3.54K.
Lee Financial first reported a position in Palo Alto Networks in Q4 2018 and held it in 10 quarters.
Lee Financial's Palo Alto Networks position peaked at $5.39K in Q1 2023.
1,903 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.