Simplicity Solutions’s Palo Alto Networks PANW Stock Holding History

Simplicity Solutions’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 Q4	$1.57M	Sell	10,618 -34	-0.3%	-$4.55K	0.04%	350
2023 Q3	$1.25M	Sell	10,652 -764	-7%	-$90.4K	0.04%	374
2023 Q2	$1.46M	Buy	11,416 +850	+8%	+$88.4K	0.04%	376
2023 Q1	$1.06M	Buy	10,566 +5,512	+109%	+$467K	0.03%	470
2022 Q4	$353K	Sell	5,054 -658	-12%	-$52.8K	0.05%	435
2022 Q3	$468K	Buy	5,712 +588	+11%	+$50.9K	0.07%	331
2022 Q2	$422K	Buy	5,124 +300	+6%	+$26.6K	0.05%	346
2022 Q1	$500K	Sell	4,824 -3,636	-43%	-$325K	0.06%	306
2021 Q4	$786K	Buy	8,460 +4,752	+128%	+$411K	0.09%	271
2021 Q3	$296K	Buy	+3,708	New	+$261K	0.05%	443
2021 Q1	–	Sell	-12,786	Closed	-$757K	–	821
2020 Q4	$757K	Buy	12,786 +1,110	+10%	+$51.9K	0.01%	609
2020 Q3	$476K	Buy	11,676 +1,308	+13%	+$54.4K	0.01%	636
2020 Q2	$397K	Buy	10,368 +1,008	+11%	+$35.5K	0.01%	677
2020 Q1	$256K	Buy	9,360 +828	+10%	+$28.9K	0.01%	637
2019 Q4	$329K	Buy	8,532 +138	+2%	+$5.22K	0.01%	646
2019 Q3	$285K	Buy	8,394 +414	+5%	+$14.7K	0.01%	565
2019 Q2	$271K	Sell	7,980 -7,218	-47%	-$270K	0.01%	528
2019 Q1	$615K	Buy	15,198 +4,656	+44%	+$173K	0.04%	350
2018 Q4	$330K	Buy	10,542 +3,858	+58%	+$120K	0.04%	418
2018 Q3	$251K	Sell	6,684 -3,216	-32%	-$117K	0.01%	450
2018 Q2	$339K	Buy	9,900 +768	+8%	+$25.6K	0.02%	325
2018 Q1	$276K	Buy	+9,132	New	+$254K	0.02%	295

Other funds holding PANW

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Simplicity Solutions's PANW Position: Q4 2023 in Review

Simplicity Solutions reduced its Palo Alto Networks (PANW) stake by 0.32% in Q4 2023, selling an estimated $4.55K and leaving 10,618 shares worth $1.57M. The position accounts for 0.04% of the portfolio, ranked #350.

Simplicity Solutions first reported a position in PANW in Q1 2018 and has held it in 22 quarters since. 1,838 funds tracked by Wall St. Rank hold PANW as of Q4 2023.

Simplicity Solutions held 10,618 shares of Palo Alto Networks worth $1.57M as of Q4 2023.
Simplicity Solutions sold 34 Palo Alto Networks shares in Q4 2023, an estimated $4.55K.
Palo Alto Networks made up 0.04% of Simplicity Solutions's portfolio in Q4 2023, its #350 holding.
Simplicity Solutions first reported a position in Palo Alto Networks in Q1 2018 and has held it in 22 quarters since.
1,838 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.