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Planning Capital Management Corporation’s Palo Alto Networks PANW Stock Holding History

Planning Capital Management Corporation’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
Q3 		$19.5K Hold
114
– – 0.01% 299
2024
Q2 		$19.3K Sell
114
-50
-30% -$7.48K 0.01% 288
2024
Q1 		$23.3K Buy
164
+50
+44% +$7.89K 0.02% 266
2023
Q4 		$16.8K Buy
+114
New +$15.2K 0.01% 330

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Planning Capital Management Corporation's PANW Position: Q3 2024 in Review

Planning Capital Management Corporation held its Palo Alto Networks (PANW) position steady in Q3 2024 at 114 shares worth $19.5K. The position accounts for 0.01% of the portfolio, ranked #299.

Planning Capital Management Corporation first reported a position in PANW in Q4 2023 and has held it in 4 quarters since. The position peaked at $23.3K in Q1 2024. 2,066 funds tracked by Wall St. Rank hold PANW as of Q3 2024.

  • Planning Capital Management Corporation held 114 shares of Palo Alto Networks worth $19.5K as of Q3 2024.
  • Planning Capital Management Corporation left its Palo Alto Networks share count unchanged in Q3 2024.
  • Palo Alto Networks made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #299 holding.
  • Planning Capital Management Corporation first reported a position in Palo Alto Networks in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's Palo Alto Networks position peaked at $23.3K in Q1 2024.
  • 2,066 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.