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Spectrum Wealth Counsel’s Palo Alto Networks PANW Stock Holding History

Spectrum Wealth Counsel’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
-232
Closed -$39.3K – 429
2024
Q2 		$39.3K Sell
232
-6,632
-97% -$992K 0.01% 220
2024
Q1 		$975K Buy
6,864
+6,622
+2,736% +$1.04M 0.12% 83
2023
Q4 		$35.7K Buy
+242
New +$32.4K ﹤0.01% 209

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Spectrum Wealth Counsel's PANW Position: Q3 2024 in Review

Spectrum Wealth Counsel sold out of Palo Alto Networks (PANW) in Q3 2024, closing a stake of 232 shares — an estimated $39.3K sold.

Spectrum Wealth Counsel first reported a position in PANW in Q4 2023 and held it in 3 quarters. The position peaked at $975K in Q1 2024. 2,068 funds tracked by Wall St. Rank hold PANW as of Q3 2024.

  • Spectrum Wealth Counsel reported no remaining Palo Alto Networks position as of Q3 2024 after selling out during the quarter.
  • Spectrum Wealth Counsel sold 232 Palo Alto Networks shares in Q3 2024, an estimated $39.3K.
  • Spectrum Wealth Counsel first reported a position in Palo Alto Networks in Q4 2023 and held it in 3 quarters.
  • Spectrum Wealth Counsel's Palo Alto Networks position peaked at $975K in Q1 2024.
  • 2,068 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2024.

Based on Spectrum Wealth Counsel's 13F filing for Q3 2024, filed 8 Nov 2024.