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Stevard LLC’s Palo Alto Networks PANW Stock Holding History

Stevard LLC’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
-1,692
Closed -$287K – 45
2024
Q2 		$287K Hold
1,692
– – 0.25% 49
2024
Q1 		$240K Buy
1,692
+246
+17% +$38.8K 0.22% 51
2023
Q4 		$213K Buy
+1,446
New +$193K 0.21% 53
2020
Q4 		– Sell
-5,700
Closed -$233K – 132
2020
Q3 		$233K Buy
+5,700
New +$237K 0.1% 142

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 $3.37T AUM 44.26% 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

Stevard LLC's PANW Position: Q3 2024 in Review

Stevard LLC sold out of Palo Alto Networks (PANW) in Q3 2024, closing a stake of 1,692 shares — an estimated $287K sold.

Stevard LLC first reported a position in PANW in Q3 2020 and held it in 4 quarters. The position peaked at $287K in Q2 2024. 2,067 funds tracked by Wall St. Rank hold PANW as of Q3 2024.

  • Stevard LLC reported no remaining Palo Alto Networks position as of Q3 2024 after selling out during the quarter.
  • Stevard LLC sold 1,692 Palo Alto Networks shares in Q3 2024, an estimated $287K.
  • Stevard LLC first reported a position in Palo Alto Networks in Q3 2020 and held it in 4 quarters.
  • Stevard LLC's Palo Alto Networks position peaked at $287K in Q2 2024.
  • 2,067 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2024.

Based on Stevard LLC's 13F filing for Q3 2024, filed 14 Nov 2024.