Life Planning Partners’s Palo Alto Networks PANW Stock Holding History

Life Planning Partners’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	-30	Closed	-$4.42K	–	179
2023 Q4	$4.42K	Buy	+30	New	+$4.01K	﹤0.01%	185

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

Life Planning Partners's PANW Position: Q1 2024 in Review

Life Planning Partners sold out of Palo Alto Networks (PANW) in Q1 2024, closing a stake of 30 shares — an estimated $4.42K sold.

Life Planning Partners first reported a position in PANW in Q4 2023 and held it in 1 quarter. The position peaked at $4.42K in Q4 2023. 1,903 funds tracked by Wall St. Rank hold PANW as of Q1 2024.

Life Planning Partners reported no remaining Palo Alto Networks position as of Q1 2024 after selling out during the quarter.
Life Planning Partners sold 30 Palo Alto Networks shares in Q1 2024, an estimated $4.42K.
Life Planning Partners first reported a position in Palo Alto Networks in Q4 2023 and held it in 1 quarter.
Life Planning Partners's Palo Alto Networks position peaked at $4.42K in Q4 2023.
1,903 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.