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Ropes Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Ropes Wealth Advisors’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
Q3 		$357K Sell
3,048
-8
-0.3% -$947 0.07% 193
2023
Q2 		$390K Buy
3,056
+8
+0.3% +$832 0.06% 199
2023
Q1 		$304K Sell
3,048
-300
-9% -$25.4K 0.06% 217
2022
Q4 		$234K Buy
3,348
+300
+10% +$24.1K 0.04% 248
2022
Q3 		$250K Hold
3,048
– – 0.05% 215
2022
Q2 		$251K Buy
3,048
+48
+2% +$4.26K 0.05% 233
2022
Q1 		$311K Hold
3,000
– – 0.05% 239
2021
Q4 		$278K Hold
3,000
– – 0.05% 230
2021
Q3 		$240K Sell
3,000
-3,138
-51% -$220K 0.04% 251
2021
Q2 		$380K Hold
6,138
– – 0.06% 201
2021
Q1 		$351K Sell
6,138
-504
-8% -$30K 0.06% 192
2020
Q4 		$393K Buy
6,642
+90
+1% +$4.21K 0.06% 173
2020
Q3 		$267K Hold
6,552
– – 0.05% 177
2020
Q2 		$251K Sell
6,552
-900
-12% -$31.7K 0.05% 177
2020
Q1 		$204K Sell
7,452
-378
-5% -$13.2K 0.05% 178
2019
Q4 		$302K Hold
7,830
– – 0.07% 175
2019
Q3 		$266K Hold
7,830
– – 0.06% 192
2019
Q2 		$266K Buy
7,830
+3,000
+62% +$112K 0.06% 200
2019
Q1 		$196K Sell
4,830
-234
-5% -$8.68K 0.05% 217
2018
Q4 		$159K Sell
5,064
-486
-9% -$15.2K 0.05% 225
2018
Q3 		$208K Sell
5,550
-300
-5% -$10.9K 0.05% 225
2018
Q2 		$200K Sell
5,850
-600
-9% -$20K 0.05% 225
2018
Q1 		$195K Hold
6,450
– – 0.05% 219
2017
Q4 		$156K Sell
6,450
-4,614
-42% -$112K 0.04% 233
2017
Q3 		$266K Sell
11,064
-2,550
-19% -$58.1K 0.07% 190
2017
Q2 		$304K Buy
13,614
+9,000
+195% +$182K 0.09% 185
2017
Q1 		$87K Buy
4,614
+3,600
+355% +$80.5K 0.03% 276
2016
Q4 		$21K Hold
1,014
– – 0.01% 400
2016
Q3 		$27K Buy
+1,014
New +$23.1K 0.01% 331

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ropes Wealth Advisors's PANW Position: Q3 2023 in Review

Ropes Wealth Advisors reduced its Palo Alto Networks (PANW) stake by 0.26% in Q3 2023, selling an estimated $947 and leaving 3,048 shares worth $357K. The position accounts for 0.07% of the portfolio, ranked #193.

Ropes Wealth Advisors first reported a position in PANW in Q3 2016 and has held it in 29 quarters since. The position peaked at $393K in Q4 2020. 1,636 funds tracked by Wall St. Rank hold PANW as of Q3 2023.

  • Ropes Wealth Advisors held 3,048 shares of Palo Alto Networks worth $357K as of Q3 2023.
  • Ropes Wealth Advisors sold 8 Palo Alto Networks shares in Q3 2023, an estimated $947.
  • Palo Alto Networks made up 0.07% of Ropes Wealth Advisors's portfolio in Q3 2023, its #193 holding.
  • Ropes Wealth Advisors first reported a position in Palo Alto Networks in Q3 2016 and has held it in 29 quarters since.
  • Ropes Wealth Advisors's Palo Alto Networks position peaked at $393K in Q4 2020.
  • 1,636 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2023.

Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.