Schubert & Co’s Palo Alto Networks PANW Stock Holding History

Schubert & Co’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 Q2	–	Sell	-10	Closed	-$999	–	1075
2023 Q1	$999	Buy	10 +6	+150%	+$508	﹤0.01%	1197
2022 Q4	$279	Sell	4 -10	-71%	-$803	﹤0.01%	1489
2022 Q3	$1K	Buy	14 +2	+17%	+$173	﹤0.01%	1202
2022 Q2	$1K	Sell	12 -6	-33%	-$532	﹤0.01%	1231
2022 Q1	$2K	Sell	18 -18	-50%	-$1.61K	﹤0.01%	466
2021 Q4	$3K	Buy	+36	New	+$3.11K	﹤0.01%	252

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

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

Schubert & Co's PANW Position: Q2 2023 in Review

Schubert & Co sold out of Palo Alto Networks (PANW) in Q2 2023, closing a stake of 10 shares — an estimated $999 sold.

Schubert & Co first reported a position in PANW in Q4 2021 and held it in 6 quarters. The position peaked at $3K in Q4 2021. 1,593 funds tracked by Wall St. Rank hold PANW as of Q2 2023.

Schubert & Co reported no remaining Palo Alto Networks position as of Q2 2023 after selling out during the quarter.
Schubert & Co sold 10 Palo Alto Networks shares in Q2 2023, an estimated $999.
Schubert & Co first reported a position in Palo Alto Networks in Q4 2021 and held it in 6 quarters.
Schubert & Co's Palo Alto Networks position peaked at $3K in Q4 2021.
1,593 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.