Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Palo Alto Networks PANW Stock Holding History

Legacy Financial Group (Iowa)’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
-24
Closed -$2.81K – 368
2023
Q3 		$2.81K Buy
+24
New +$2.84K ﹤0.01% 438

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Bank of America
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Legacy Financial Group (Iowa)'s PANW Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Palo Alto Networks (PANW) in Q4 2023, closing a stake of 24 shares — an estimated $2.81K sold.

Legacy Financial Group (Iowa) first reported a position in PANW in Q3 2023 and held it in 1 quarter. The position peaked at $2.81K in Q3 2023. 1,838 funds tracked by Wall St. Rank hold PANW as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Palo Alto Networks position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 24 Palo Alto Networks shares in Q4 2023, an estimated $2.81K.
  • Legacy Financial Group (Iowa) first reported a position in Palo Alto Networks in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Palo Alto Networks position peaked at $2.81K in Q3 2023.
  • 1,838 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.