One01 Capital’s Palo Alto Networks PANW Stock Holding History

One01 Capital’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 Q3	$5.42M	Buy	46,200 +7,400	+19%	+$876K	6.58%	7
2023 Q2	$4.96M	Sell	38,800 -11,400	-23%	-$1.19M	5.36%	11
2023 Q1	$5.01M	Sell	50,200 -73,200	-59%	-$6.2M	5.96%	7
2022 Q4	$8.61M	Sell	123,400 -29,000	-19%	-$2.33M	25.03%	1
2022 Q3	$12.5M	Sell	152,400 -10,800	-7%	-$935K	8.97%	6
2022 Q2	$13.4M	Buy	163,200 +41,400	+34%	+$3.67M	7.07%	7
2022 Q1	$12.6M	Buy	+121,800	New	+$10.9M	5.14%	7

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

One01 Capital's PANW Position: Q3 2023 in Review

One01 Capital increased its Palo Alto Networks (PANW) stake by 19% in Q3 2023, buying an estimated $876K and bringing the position to 46,200 shares worth $5.42M. The position accounts for 6.58% of the portfolio, ranked #7.

One01 Capital first reported a position in PANW in Q1 2022 and has held it in 7 quarters since. The position peaked at $13.4M in Q2 2022. 1,635 funds tracked by Wall St. Rank hold PANW as of Q3 2023.

One01 Capital held 46,200 shares of Palo Alto Networks worth $5.42M as of Q3 2023.
One01 Capital bought 7,400 Palo Alto Networks shares in Q3 2023, an estimated $876K.
Palo Alto Networks made up 6.58% of One01 Capital's portfolio in Q3 2023, its #7 holding.
One01 Capital first reported a position in Palo Alto Networks in Q1 2022 and has held it in 7 quarters since.
One01 Capital's Palo Alto Networks position peaked at $13.4M in Q2 2022.
1,635 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2023.

Based on One01 Capital's 13F filing for Q3 2023, filed 14 Nov 2023.