Lumature Wealth Partners’s Palo Alto Networks PANW Stock Holding History

Lumature Wealth 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
2022 Q4	–	Sell	-264	Closed	-$22K	–	399
2022 Q3	$22K	Buy	+264	New	+$22.9K	0.01%	279

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

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Lumature Wealth Partners's PANW Position: Q4 2022 in Review

Lumature Wealth Partners sold out of Palo Alto Networks (PANW) in Q4 2022, closing a stake of 264 shares — an estimated $22K sold.

Lumature Wealth Partners first reported a position in PANW in Q3 2022 and held it in 1 quarter. The position peaked at $22K in Q3 2022. 1,377 funds tracked by Wall St. Rank hold PANW as of Q4 2022.

Lumature Wealth Partners reported no remaining Palo Alto Networks position as of Q4 2022 after selling out during the quarter.
Lumature Wealth Partners sold 264 Palo Alto Networks shares in Q4 2022, an estimated $22K.
Lumature Wealth Partners first reported a position in Palo Alto Networks in Q3 2022 and held it in 1 quarter.
Lumature Wealth Partners's Palo Alto Networks position peaked at $22K in Q3 2022.
1,377 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2022.

Based on Lumature Wealth Partners's 13F filing for Q4 2022, filed 14 Feb 2023.