Selective Wealth Management’s Palo Alto Networks PANW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-600
Closed -$49K 548
2022
Q3
$49K Hold
600
0.02% 303
2022
Q2
$49K Hold
600
0.02% 323
2022
Q1
$62K Hold
600
0.02% 271
2021
Q4
$56K Buy
+600
New +$51.9K 0.02% 259

Other funds holding PANW

Selective Wealth Management's PANW Position: Q4 2022 in Review

Selective Wealth Management sold out of Palo Alto Networks (PANW) in Q4 2022, closing a stake of 600 shares — an estimated $49K sold.

Selective Wealth Management first reported a position in PANW in Q4 2021 and held it in 4 quarters. The position peaked at $62K in Q1 2022. 1,377 funds tracked by Wall St. Rank hold PANW as of Q4 2022.

  • Selective Wealth Management reported no remaining Palo Alto Networks position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 600 Palo Alto Networks shares in Q4 2022, an estimated $49K.
  • Selective Wealth Management first reported a position in Palo Alto Networks in Q4 2021 and held it in 4 quarters.
  • Selective Wealth Management's Palo Alto Networks position peaked at $62K in Q1 2022.
  • 1,377 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.