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Provence Wealth Management Group’s Palo Alto Networks PANW Stock Holding History

Provence Wealth Management 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
2023
Q4 		$26.5K Hold
180
– – 0.01% 253
2023
Q3 		$21.1K Buy
+180
New +$21.3K 0.01% 259

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Provence Wealth Management Group's PANW Position: Q4 2023 in Review

Provence Wealth Management Group held its Palo Alto Networks (PANW) position steady in Q4 2023 at 180 shares worth $26.5K. The position accounts for 0.01% of the portfolio, ranked #253.

Provence Wealth Management Group first reported a position in PANW in Q3 2023 and has held it in 2 quarters since. 1,839 funds tracked by Wall St. Rank hold PANW as of Q4 2023.

  • Provence Wealth Management Group held 180 shares of Palo Alto Networks worth $26.5K as of Q4 2023.
  • Provence Wealth Management Group left its Palo Alto Networks share count unchanged in Q4 2023.
  • Palo Alto Networks made up 0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #253 holding.
  • Provence Wealth Management Group first reported a position in Palo Alto Networks in Q3 2023 and has held it in 2 quarters since.
  • 1,839 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.