Lifeworks Advisors’s Palo Alto Networks PANW Stock Holding History

Lifeworks Advisors’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	-1,800	Closed	-$211K	–	204
2023 Q3	$211K	Hold	1,800	–	–	0.08%	176
2023 Q2	$230K	Buy	+1,800	New	+$187K	0.1%	145

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

Norges Bank Oslo, Norway $1T AUM

Lifeworks Advisors's PANW Position: Q4 2023 in Review

Lifeworks Advisors sold out of Palo Alto Networks (PANW) in Q4 2023, closing a stake of 1,800 shares — an estimated $211K sold.

Lifeworks Advisors first reported a position in PANW in Q2 2023 and held it in 2 quarters. The position peaked at $230K in Q2 2023. 1,838 funds tracked by Wall St. Rank hold PANW as of Q4 2023.

Lifeworks Advisors reported no remaining Palo Alto Networks position as of Q4 2023 after selling out during the quarter.
Lifeworks Advisors sold 1,800 Palo Alto Networks shares in Q4 2023, an estimated $211K.
Lifeworks Advisors first reported a position in Palo Alto Networks in Q2 2023 and held it in 2 quarters.
Lifeworks Advisors's Palo Alto Networks position peaked at $230K in Q2 2023.
1,838 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2023.

Based on Lifeworks Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.