Personal Capital Advisors’s Palo Alto Networks PANW Stock Holding History

Personal Capital 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
2022 Q4	$215K	Sell	3,084 -176	-5%	-$14.1K	﹤0.01%	451
2022 Q3	$267K	Buy	3,260 +254	+8%	+$22K	﹤0.01%	381
2022 Q2	$247K	Buy	3,006 +138	+5%	+$12.2K	﹤0.01%	388
2022 Q1	$298K	Sell	2,868 -132	-4%	-$11.8K	﹤0.01%	393
2021 Q4	$278K	Buy	3,000 +84	+3%	+$7.27K	﹤0.01%	452
2021 Q3	$233K	Buy	+2,916	New	+$205K	﹤0.01%	461

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Personal Capital Advisors's PANW Position: Q4 2022 in Review

Personal Capital Advisors reduced its Palo Alto Networks (PANW) stake by 5.4% in Q4 2022, selling an estimated $14.1K and leaving 3,084 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #451.

Personal Capital Advisors first reported a position in PANW in Q3 2021 and has held it in 6 quarters since. The position peaked at $298K in Q1 2022. 1,376 funds tracked by Wall St. Rank hold PANW as of Q4 2022.

Personal Capital Advisors held 3,084 shares of Palo Alto Networks worth $215K as of Q4 2022.
Personal Capital Advisors sold 176 Palo Alto Networks shares in Q4 2022, an estimated $14.1K.
Palo Alto Networks made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #451 holding.
Personal Capital Advisors first reported a position in Palo Alto Networks in Q3 2021 and has held it in 6 quarters since.
Personal Capital Advisors's Palo Alto Networks position peaked at $298K in Q1 2022.
1,376 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.