Sargent Bickham Lagudis’s Palo Alto Networks PANW Stock Holding History

Sargent Bickham Lagudis’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 Q4	$197K	Buy	2,820 +1,386	+97%	+$111K	0.02%	272
2022 Q3	$118K	Buy	1,434 +6	+0.4%	+$520	0.01%	292
2022 Q2	$117K	Sell	1,428 -6	-0.4%	-$532	0.01%	300
2022 Q1	$149K	Buy	1,434 +204	+17%	+$18.3K	0.01%	284
2021 Q4	$114K	Hold	1,230	–	–	0.01%	316
2021 Q3	$98K	Sell	1,230 -42	-3%	-$2.95K	0.01%	338
2021 Q2	$79K	Hold	1,272	–	–	0.01%	375
2021 Q1	$68K	Sell	1,272 -150	-11%	-$8.91K	0.01%	389
2020 Q4	$84K	Hold	1,422	–	–	0.01%	352
2020 Q3	$58K	Buy	1,422 +48	+3%	+$2K	0.01%	362
2020 Q2	$53K	Buy	1,374 +600	+78%	+$21.1K	0.01%	345
2020 Q1	$21K	Buy	774 +246	+47%	+$8.59K	﹤0.01%	465
2019 Q4	$20K	Hold	528	–	–	﹤0.01%	522
2019 Q3	$18K	Hold	528	–	–	﹤0.01%	490
2019 Q2	$18K	Sell	528 -1,200	-69%	-$44.9K	﹤0.01%	511
2019 Q1	$70K	Sell	1,728 -360	-17%	-$13.4K	0.01%	329
2018 Q4	$66K	Hold	2,088	–	–	0.01%	325
2018 Q3	$78K	Hold	2,088	–	–	0.01%	307
2018 Q2	$72K	Buy	2,088 +1,560	+295%	+$52K	0.01%	310
2018 Q1	$16K	Hold	528	–	–	﹤0.01%	515
2017 Q4	$13K	Hold	528	–	–	﹤0.01%	567
2017 Q3	$13K	Hold	528	–	–	﹤0.01%	569
2017 Q2	$12K	Hold	528	–	–	﹤0.01%	548
2017 Q1	$10K	Sell	528 -1,080	-67%	-$24.1K	﹤0.01%	599
2016 Q4	$34K	Hold	1,608	–	–	0.01%	394
2016 Q3	$43K	Hold	1,608	–	–	0.01%	371
2016 Q2	$33K	Hold	1,608	–	–	0.01%	394
2016 Q1	$44K	Buy	+1,608	New	+$39.5K	0.01%	374

Other funds holding PANW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sargent Bickham Lagudis's PANW Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its Palo Alto Networks (PANW) stake by 97% in Q4 2022, buying an estimated $111K and bringing the position to 2,820 shares worth $197K. The position accounts for 0.02% of the portfolio, ranked #272.

Sargent Bickham Lagudis first reported a position in PANW in Q1 2016 and has held it in 28 quarters since. 1,376 funds tracked by Wall St. Rank hold PANW as of Q4 2022.

Sargent Bickham Lagudis held 2,820 shares of Palo Alto Networks worth $197K as of Q4 2022.
Sargent Bickham Lagudis bought 1,386 Palo Alto Networks shares in Q4 2022, an estimated $111K.
Palo Alto Networks made up 0.02% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #272 holding.
Sargent Bickham Lagudis first reported a position in Palo Alto Networks in Q1 2016 and has held it in 28 quarters since.
1,376 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.