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PO
Private Ocean’s
Palo Alto Networks
PANW
Stock Holding History
Private Ocean’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
Q1
–
Sell
-48
Closed
-$3.35K
–
650
2022
Q4
$3.35K
Buy
+48
New
+$3.85K
﹤0.01%
446
2021
Q2
–
Sell
-18
Closed
-$1K
–
573
2021
Q1
$1K
Hold
18
–
–
﹤0.01%
561
2020
Q4
$1K
Hold
18
–
–
﹤0.01%
486
2020
Q3
$1K
Sell
18
-42
-70%
-$1.75K
﹤0.01%
499
2020
Q2
$2K
Hold
60
–
–
﹤0.01%
449
2020
Q1
$1K
Hold
60
–
–
﹤0.01%
507
2019
Q4
$3K
Hold
60
–
–
﹤0.01%
438
2019
Q3
$3K
Hold
60
–
–
﹤0.01%
515
2019
Q2
$2K
Hold
60
–
–
﹤0.01%
421
2019
Q1
$2K
Hold
60
–
–
﹤0.01%
383
2018
Q4
$1K
Buy
+60
New
+$1.87K
﹤0.01%
340
2017
Q1
–
Sell
-3,000
Closed
-$63K
–
176
2016
Q4
$63K
Sell
3,000
-3,000
-50%
-$71.9K
0.04%
94
2016
Q3
$159K
Buy
+6,000
New
+$137K
0.11%
63
2015
Q3
–
Sell
-600
Closed
-$17K
–
185
2015
Q2
$17K
Hold
600
–
–
0.01%
108
2015
Q1
$15K
Hold
600
–
–
0.01%
113
2014
Q4
$12K
Hold
600
–
–
0.01%
138
2014
Q3
$10K
Buy
+600
New
+$8.61K
0.01%
160
Other funds holding PANW
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$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
N
Nuveen
Charlotte, North Carolina
$369B AUM
31.66%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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