Legacy Wealth Planning’s Palo Alto Networks PANW Stock Holding History

Legacy Wealth Planning’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 Q2	–	Sell	-2,178	Closed	-$226K	–	103
2022 Q1	$226K	Buy	+2,178	New	+$195K	0.27%	86

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Legacy Wealth Planning's PANW Position: Q2 2022 in Review

Legacy Wealth Planning sold out of Palo Alto Networks (PANW) in Q2 2022, closing a stake of 2,178 shares — an estimated $226K sold.

Legacy Wealth Planning first reported a position in PANW in Q1 2022 and held it in 1 quarter. The position peaked at $226K in Q1 2022. 1,329 funds tracked by Wall St. Rank hold PANW as of Q2 2022.

Legacy Wealth Planning reported no remaining Palo Alto Networks position as of Q2 2022 after selling out during the quarter.
Legacy Wealth Planning sold 2,178 Palo Alto Networks shares in Q2 2022, an estimated $226K.
Legacy Wealth Planning first reported a position in Palo Alto Networks in Q1 2022 and held it in 1 quarter.
Legacy Wealth Planning's Palo Alto Networks position peaked at $226K in Q1 2022.
1,329 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2022.

Based on Legacy Wealth Planning's 13F filing for Q2 2022, filed 26 Jul 2022.