Steward Partners Investment Solutions’s Palo Alto Networks PANW Stock Holding History

Steward Partners Investment 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
2024 Q1	$673K	Sell	4,736 -1,258	-21%	-$198K	0.11%	128
2023 Q4	$884K	Buy	+5,994	New	+$801K	0.37%	67

Other funds holding PANW

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

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

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

Steward Partners Investment Solutions's PANW Position: Q1 2024 in Review

Steward Partners Investment Solutions reduced its Palo Alto Networks (PANW) stake by 21% in Q1 2024, selling an estimated $198K and leaving 4,736 shares worth $673K. The position accounts for 0.11% of the portfolio, ranked #128.

Steward Partners Investment Solutions first reported a position in PANW in Q4 2023 and has held it in 2 quarters since. The position peaked at $884K in Q4 2023. 1,900 funds tracked by Wall St. Rank hold PANW as of Q1 2024.

Steward Partners Investment Solutions held 4,736 shares of Palo Alto Networks worth $673K as of Q1 2024.
Steward Partners Investment Solutions sold 1,258 Palo Alto Networks shares in Q1 2024, an estimated $198K.
Palo Alto Networks made up 0.11% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #128 holding.
Steward Partners Investment Solutions first reported a position in Palo Alto Networks in Q4 2023 and has held it in 2 quarters since.
Steward Partners Investment Solutions's Palo Alto Networks position peaked at $884K in Q4 2023.
1,900 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.