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

Steward 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
2023
Q3 		$2K Buy
+22
New +$2.6K ﹤0.01% 1025
2022
Q3 		– Sell
-18
Closed -$1K – 956
2022
Q2 		$1K Buy
+18
New +$1.6K ﹤0.01% 823

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Steward Financial Group's PANW Position: Q3 2023 in Review

Steward Financial Group opened a new position in Palo Alto Networks (PANW) in Q3 2023: 22 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1025 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in PANW as recently as Q2 2022.

Steward Financial Group first reported a position in PANW in Q2 2022 and has held it in 2 quarters since. 1,636 funds tracked by Wall St. Rank hold PANW as of Q3 2023.

  • Steward Financial Group held 22 shares of Palo Alto Networks worth $2K as of Q3 2023.
  • Palo Alto Networks was a new Steward Financial Group position in Q3 2023.
  • Palo Alto Networks made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1025 holding.
  • Steward Financial Group first reported a position in Palo Alto Networks in Q2 2022 and has held it in 2 quarters since.
  • 1,636 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.