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Relative Value Partners Group’s Palo Alto Networks PANW Stock Holding History

Relative Value Partners 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
2024
Q2 		$5.03M Buy
+29,672
New +$4.44M 0.65% 33
2022
Q2 		– Sell
-3,000
Closed -$311K – 232
2022
Q1 		$311K Buy
+3,000
New +$269K 0.02% 207

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Relative Value Partners Group's PANW Position: Q2 2024 in Review

Relative Value Partners Group opened a new position in Palo Alto Networks (PANW) in Q2 2024: 29,672 shares worth $5.03M. The stake represents 0.65% of the portfolio and ranks #33 among its holdings. This is a return to the name: Relative Value Partners Group previously reported a position in PANW as recently as Q1 2022.

Relative Value Partners Group first reported a position in PANW in Q1 2022 and has held it in 2 quarters since. 2,008 funds tracked by Wall St. Rank hold PANW as of Q2 2024.

  • Relative Value Partners Group held 29,672 shares of Palo Alto Networks worth $5.03M as of Q2 2024.
  • Palo Alto Networks was a new Relative Value Partners Group position in Q2 2024.
  • Palo Alto Networks made up 0.65% of Relative Value Partners Group's portfolio in Q2 2024, its #33 holding.
  • Relative Value Partners Group first reported a position in Palo Alto Networks in Q1 2022 and has held it in 2 quarters since.
  • 2,008 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2024.

Based on Relative Value Partners Group's 13F filing for Q2 2024, filed 12 Jul 2024.