Retirement Group’s Palo Alto Networks PANW Stock Holding History

Retirement 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 Q1	$23.3K	Buy	164 +16	+11%	+$2.52K	0.01%	340
2023 Q4	$21.8K	Buy	148 +32	+28%	+$4.28K	0.01%	329
2023 Q3	$13.6K	Hold	116	–	–	0.01%	371
2023 Q2	$14.8K	Hold	116	–	–	0.01%	365
2023 Q1	$12K	Hold	116	–	–	0.01%	374
2022 Q4	$8K	Buy	116 +44	+61%	+$3.53K	﹤0.01%	381
2022 Q3	$6K	Buy	72 +6	+9%	+$520	﹤0.01%	317
2022 Q2	$5K	Buy	66 +30	+83%	+$2.66K	﹤0.01%	531
2022 Q1	$4K	Buy	36 +30	+500%	+$2.69K	﹤0.01%	574
2021 Q4	$1K	Hold	6	–	–	﹤0.01%	672
2021 Q3	$0	Hold	6	–	–	﹤0.01%	687
2021 Q2	$0	Hold	6	–	–	﹤0.01%	743
2021 Q1	$0	Hold	6	–	–	﹤0.01%	775
2020 Q4	$0	Buy	+6	New	+$280	﹤0.01%	719

Other funds holding PANW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Retirement Group's PANW Position: Q1 2024 in Review

Retirement Group increased its Palo Alto Networks (PANW) stake by 11% in Q1 2024, buying an estimated $2.52K and bringing the position to 164 shares worth $23.3K. The position accounts for 0.01% of the portfolio, ranked #340.

Retirement Group first reported a position in PANW in Q4 2020 and has held it in 14 quarters since. 1,899 funds tracked by Wall St. Rank hold PANW as of Q1 2024.

Retirement Group held 164 shares of Palo Alto Networks worth $23.3K as of Q1 2024.
Retirement Group bought 16 Palo Alto Networks shares in Q1 2024, an estimated $2.52K.
Palo Alto Networks made up 0.01% of Retirement Group's portfolio in Q1 2024, its #340 holding.
Retirement Group first reported a position in Palo Alto Networks in Q4 2020 and has held it in 14 quarters since.
1,899 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.