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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Private Ocean's PANW Position: Q1 2023 in Review

Private Ocean sold out of Palo Alto Networks (PANW) in Q1 2023, closing a stake of 48 shares — an estimated $3.35K sold.

Private Ocean first reported a position in PANW in Q3 2014 and held it in 17 quarters. The position peaked at $159K in Q3 2016. 1,470 funds tracked by Wall St. Rank hold PANW as of Q1 2023.

Private Ocean reported no remaining Palo Alto Networks position as of Q1 2023 after selling out during the quarter.
Private Ocean sold 48 Palo Alto Networks shares in Q1 2023, an estimated $3.35K.
Private Ocean first reported a position in Palo Alto Networks in Q3 2014 and held it in 17 quarters.
Private Ocean's Palo Alto Networks position peaked at $159K in Q3 2016.
1,470 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2023.

Based on Private Ocean's 13F filing for Q1 2023, filed 21 Apr 2023.