PFG Private Wealth Management’s Palo Alto Networks PANW Stock Holding History

PFG Private 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
2023 Q4	–	Sell	-506	Closed	-$59.3K	–	278
2023 Q3	$59.3K	Sell	506 -1,320	-72%	-$156K	0.04%	86
2023 Q2	$233K	Sell	1,826 -518	-22%	-$53.9K	0.14%	42
2023 Q1	$234K	Sell	2,344 -74	-3%	-$6.27K	0.15%	39
2022 Q4	$169K	Buy	2,418 +52	+2%	+$4.17K	0.1%	61
2022 Q3	$194K	Sell	2,366 -346	-13%	-$30K	0.13%	52
2022 Q2	$223K	Buy	+2,712	New	+$240K	0.13%	56

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

PFG Private Wealth Management's PANW Position: Q4 2023 in Review

PFG Private Wealth Management sold out of Palo Alto Networks (PANW) in Q4 2023, closing a stake of 506 shares — an estimated $59.3K sold.

PFG Private Wealth Management first reported a position in PANW in Q2 2022 and held it in 6 quarters. The position peaked at $234K in Q1 2023. 1,838 funds tracked by Wall St. Rank hold PANW as of Q4 2023.

PFG Private Wealth Management reported no remaining Palo Alto Networks position as of Q4 2023 after selling out during the quarter.
PFG Private Wealth Management sold 506 Palo Alto Networks shares in Q4 2023, an estimated $59.3K.
PFG Private Wealth Management first reported a position in Palo Alto Networks in Q2 2022 and held it in 6 quarters.
PFG Private Wealth Management's Palo Alto Networks position peaked at $234K in Q1 2023.
1,838 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2023.

Based on PFG Private Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.