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Sovereign Financial Group’s Palo Alto Networks PANW Stock Holding History

Sovereign Financial Group’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
2024
Q3 		– Sell
-1,240
Closed -$210K – 289
2024
Q2 		$210K Sell
1,240
-1,060
-46% -$159K 0.05% 263
2024
Q1 		$327K Buy
+2,300
New +$363K 0.09% 203

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sovereign Financial Group's PANW Position: Q3 2024 in Review

Sovereign Financial Group sold out of Palo Alto Networks (PANW) in Q3 2024, closing a stake of 1,240 shares — an estimated $210K sold.

Sovereign Financial Group first reported a position in PANW in Q1 2024 and held it in 2 quarters. The position peaked at $327K in Q1 2024. 2,065 funds tracked by Wall St. Rank hold PANW as of Q3 2024.

  • Sovereign Financial Group reported no remaining Palo Alto Networks position as of Q3 2024 after selling out during the quarter.
  • Sovereign Financial Group sold 1,240 Palo Alto Networks shares in Q3 2024, an estimated $210K.
  • Sovereign Financial Group first reported a position in Palo Alto Networks in Q1 2024 and held it in 2 quarters.
  • Sovereign Financial Group's Palo Alto Networks position peaked at $327K in Q1 2024.
  • 2,065 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2024.

Based on Sovereign Financial Group's 13F filing for Q3 2024, filed 8 Oct 2024.