Pier 88 Investment Partners’s Palo Alto Networks PANW Stock Holding History

Pier 88 Investment Partners’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	–	Sell	-30,982	Closed	-$3.96M	–	100
2023 Q2	$3.96M	Buy	+30,982	New	+$3.22M	0.98%	22
2023 Q1	–	Sell	-900	Closed	-$62.8K	–	94
2022 Q4	$62.8K	Sell	900 -39,702	-98%	-$3.19M	0.02%	88
2022 Q3	$3.33M	Buy	40,602 +19,200	+90%	+$1.66M	0.79%	32
2022 Q2	$1.76M	Sell	21,402 -1,338	-6%	-$119K	0.41%	45
2022 Q1	$2.36M	Buy	+22,740	New	+$2.04M	0.85%	29
2017 Q4	–	Sell	-1,038	Closed	-$25K	–	113
2017 Q3	$25K	Sell	1,038 -8,100	-89%	-$184K	0.01%	97
2017 Q2	$204K	Sell	9,138 -5,160	-36%	-$104K	0.08%	88
2017 Q1	$269K	Sell	14,298 -10,602	-43%	-$237K	0.11%	83
2016 Q4	$519K	Buy	+24,900	New	+$597K	0.3%	75

Other funds holding PANW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pier 88 Investment Partners's PANW Position: Q3 2023 in Review

Pier 88 Investment Partners sold out of Palo Alto Networks (PANW) in Q3 2023, closing a stake of 30,982 shares — an estimated $3.96M sold.

Pier 88 Investment Partners first reported a position in PANW in Q4 2016 and held it in 9 quarters. The position peaked at $3.96M in Q2 2023. 1,637 funds tracked by Wall St. Rank hold PANW as of Q3 2023.

Pier 88 Investment Partners reported no remaining Palo Alto Networks position as of Q3 2023 after selling out during the quarter.
Pier 88 Investment Partners sold 30,982 Palo Alto Networks shares in Q3 2023, an estimated $3.96M.
Pier 88 Investment Partners first reported a position in Palo Alto Networks in Q4 2016 and held it in 9 quarters.
Pier 88 Investment Partners's Palo Alto Networks position peaked at $3.96M in Q2 2023.
1,637 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2023.

Based on Pier 88 Investment Partners's 13F filing for Q3 2023, filed 9 Nov 2023.