One Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

One Wealth 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 Q1	–	Sell	-204	Closed	-$14.2K	–	478
2022 Q4	$14.2K	Buy	+204	New	+$16.4K	﹤0.01%	584

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

One Wealth Advisors's PANW Position: Q1 2023 in Review

One Wealth Advisors sold out of Palo Alto Networks (PANW) in Q1 2023, closing a stake of 204 shares — an estimated $14.2K sold.

One Wealth Advisors first reported a position in PANW in Q4 2022 and held it in 1 quarter. The position peaked at $14.2K in Q4 2022. 1,470 funds tracked by Wall St. Rank hold PANW as of Q1 2023.

One Wealth Advisors reported no remaining Palo Alto Networks position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 204 Palo Alto Networks shares in Q1 2023, an estimated $14.2K.
One Wealth Advisors first reported a position in Palo Alto Networks in Q4 2022 and held it in 1 quarter.
One Wealth Advisors's Palo Alto Networks position peaked at $14.2K in Q4 2022.
1,470 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.