OneAscent Wealth Management’s Palo Alto Networks PANW Stock Holding History

OneAscent Wealth 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
2024 Q1	–	Sell	-2,566	Closed	-$378K	–	193
2023 Q4	$378K	Sell	2,566 -952	-27%	-$127K	0.15%	90
2023 Q3	$412K	Buy	+3,518	New	+$416K	0.18%	73
2023 Q2	–	Sell	-6,086	Closed	-$608K	–	163
2023 Q1	$608K	Buy	6,086 +554	+10%	+$46.9K	0.24%	48
2022 Q4	$386K	Sell	5,532 -260	-4%	-$20.9K	0.18%	70
2022 Q3	$474K	Sell	5,792 -1,396	-19%	-$121K	0.25%	41
2022 Q2	$591K	Buy	7,188 +1,044	+17%	+$92.6K	0.3%	34
2022 Q1	$637K	Buy	+6,144	New	+$550K	0.32%	48
2021 Q1	$396K	Buy	7,374 +1,044	+16%	+$62.1K	0.17%	144
2020 Q4	$375K	Buy	+6,330	New	+$296K	0.17%	140

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Norges Bank Oslo, Norway $1T AUM

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

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

OneAscent Wealth Management's PANW Position: Q1 2024 in Review

OneAscent Wealth Management sold out of Palo Alto Networks (PANW) in Q1 2024, closing a stake of 2,566 shares — an estimated $378K sold.

OneAscent Wealth Management first reported a position in PANW in Q4 2020 and held it in 9 quarters. The position peaked at $637K in Q1 2022. 1,902 funds tracked by Wall St. Rank hold PANW as of Q1 2024.

OneAscent Wealth Management reported no remaining Palo Alto Networks position as of Q1 2024 after selling out during the quarter.
OneAscent Wealth Management sold 2,566 Palo Alto Networks shares in Q1 2024, an estimated $378K.
OneAscent Wealth Management first reported a position in Palo Alto Networks in Q4 2020 and held it in 9 quarters.
OneAscent Wealth Management's Palo Alto Networks position peaked at $637K in Q1 2022.
1,902 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2024.

Based on OneAscent Wealth Management's 13F filing for Q1 2024, filed 16 Apr 2024.