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Retirement Planning Company of New England’s Palo Alto Networks PANW Stock Holding History

Retirement Planning Company of New England’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
2022
Q1 		– Sell
-36
Closed -$3K – 679
2021
Q4 		$3K Buy
+36
New +$3.11K ﹤0.01% 824

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State Street
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Ameriprise
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Retirement Planning Company of New England's PANW Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Palo Alto Networks (PANW) in Q1 2022, closing a stake of 36 shares — an estimated $3K sold.

Retirement Planning Company of New England first reported a position in PANW in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 1,316 funds tracked by Wall St. Rank hold PANW as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Palo Alto Networks position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 36 Palo Alto Networks shares in Q1 2022, an estimated $3K.
  • Retirement Planning Company of New England first reported a position in Palo Alto Networks in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Palo Alto Networks position peaked at $3K in Q4 2021.
  • 1,316 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.