North Fourth Asset Management’s Palo Alto Networks PANW Stock Holding History

North Fourth Asset Management’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 Q2	–	Sell	-34,000	Closed	-$3.4M	–	109
2023 Q1	$3.4M	Buy	34,000 +22,000	+183%	+$1.86M	0.74%	40
2022 Q4	$837K	Sell	12,000 -46,000	-79%	-$3.69M	0.21%	61
2022 Q3	$4.75M	Sell	58,000 -32,000	-36%	-$2.77M	1.21%	20
2022 Q2	$7.41M	Buy	+90,000	New	+$7.98M	1.63%	17

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

North Fourth Asset Management's PANW Position: Q2 2023 in Review

North Fourth Asset Management sold out of Palo Alto Networks (PANW) in Q2 2023, closing a stake of 34,000 shares — an estimated $3.4M sold.

North Fourth Asset Management first reported a position in PANW in Q2 2022 and held it in 4 quarters. The position peaked at $7.41M in Q2 2022. 1,593 funds tracked by Wall St. Rank hold PANW as of Q2 2023.

North Fourth Asset Management reported no remaining Palo Alto Networks position as of Q2 2023 after selling out during the quarter.
North Fourth Asset Management sold 34,000 Palo Alto Networks shares in Q2 2023, an estimated $3.4M.
North Fourth Asset Management first reported a position in Palo Alto Networks in Q2 2022 and held it in 4 quarters.
North Fourth Asset Management's Palo Alto Networks position peaked at $7.41M in Q2 2022.
1,593 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2023.

Based on North Fourth Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.