Polaris Wealth Advisory Group’s Palo Alto Networks PANW Stock Holding History

Polaris Wealth Advisory Group’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	–	Sell	-89,768	Closed	-$7.32M	–	187
2022 Q3	$7.32M	Buy	+89,768	New	+$7.77M	0.61%	49
2022 Q2	–	Sell	-103,458	Closed	-$10.6M	–	165
2022 Q1	$10.6M	Buy	+103,458	New	+$9.26M	0.71%	44

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 $3.38T AUM 44.17% 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

Polaris Wealth Advisory Group's PANW Position: Q4 2022 in Review

Polaris Wealth Advisory Group sold out of Palo Alto Networks (PANW) in Q4 2022, closing a stake of 89,768 shares — an estimated $7.32M sold.

Polaris Wealth Advisory Group first reported a position in PANW in Q1 2022 and held it in 2 quarters. The position peaked at $10.6M in Q1 2022. 1,376 funds tracked by Wall St. Rank hold PANW as of Q4 2022.

Polaris Wealth Advisory Group reported no remaining Palo Alto Networks position as of Q4 2022 after selling out during the quarter.
Polaris Wealth Advisory Group sold 89,768 Palo Alto Networks shares in Q4 2022, an estimated $7.32M.
Polaris Wealth Advisory Group first reported a position in Palo Alto Networks in Q1 2022 and held it in 2 quarters.
Polaris Wealth Advisory Group's Palo Alto Networks position peaked at $10.6M in Q1 2022.
1,376 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2022, filed 19 Jan 2023.