Left Brain Wealth Management’s Palo Alto Networks PANW Stock Holding History

Left Brain Wealth Management’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	-28,730	Closed	-$4.24M	–	78
2023 Q4	$4.24M	Buy	28,730 +24	+0.1%	+$3.21K	2.45%	11
2023 Q3	$3.36M	Sell	28,706 -136	-0.5%	-$16.1K	2.09%	13
2023 Q2	$3.68M	Buy	28,842 +260	+0.9%	+$27.1K	2.25%	14
2023 Q1	$2.61M	Buy	28,582 +1,578	+6%	+$134K	1.77%	19
2022 Q4	$1.88M	Buy	+27,004	New	+$2.17M	1.41%	25

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Left Brain Wealth Management's PANW Position: Q1 2024 in Review

Left Brain Wealth Management sold out of Palo Alto Networks (PANW) in Q1 2024, closing a stake of 28,730 shares — an estimated $4.24M sold.

Left Brain Wealth Management first reported a position in PANW in Q4 2022 and held it in 5 quarters. The position peaked at $4.24M in Q4 2023. 1,899 funds tracked by Wall St. Rank hold PANW as of Q1 2024.

Left Brain Wealth Management reported no remaining Palo Alto Networks position as of Q1 2024 after selling out during the quarter.
Left Brain Wealth Management sold 28,730 Palo Alto Networks shares in Q1 2024, an estimated $4.24M.
Left Brain Wealth Management first reported a position in Palo Alto Networks in Q4 2022 and held it in 5 quarters.
Left Brain Wealth Management's Palo Alto Networks position peaked at $4.24M in Q4 2023.
1,899 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2024.

Based on Left Brain Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.