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Stoneridge Investment Partners’s Palo Alto Networks PANW Stock Holding History

Stoneridge Investment Partners’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
Q2 		– Sell
-7,136
Closed -$1.01M – 145
2024
Q1 		$1.01M Buy
+7,136
New +$1.13M 0.39% 66
2015
Q1 		– Sell
-138,600
Closed -$2.83M – 292
2014
Q4 		$2.83M Buy
138,600
+22,800
+20% +$420K 0.37% 89
2014
Q3 		$1.89M Sell
115,800
-150
-0.1% -$2.15K 0.28% 119
2014
Q2 		$1.62M Buy
+115,950
New +$1.35M 0.24% 127

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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

Stoneridge Investment Partners's PANW Position: Q2 2024 in Review

Stoneridge Investment Partners sold out of Palo Alto Networks (PANW) in Q2 2024, closing a stake of 7,136 shares — an estimated $1.01M sold.

Stoneridge Investment Partners first reported a position in PANW in Q2 2014 and held it in 4 quarters. The position peaked at $2.83M in Q4 2014. 2,007 funds tracked by Wall St. Rank hold PANW as of Q2 2024.

  • Stoneridge Investment Partners reported no remaining Palo Alto Networks position as of Q2 2024 after selling out during the quarter.
  • Stoneridge Investment Partners sold 7,136 Palo Alto Networks shares in Q2 2024, an estimated $1.01M.
  • Stoneridge Investment Partners first reported a position in Palo Alto Networks in Q2 2014 and held it in 4 quarters.
  • Stoneridge Investment Partners's Palo Alto Networks position peaked at $2.83M in Q4 2014.
  • 2,007 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2024.

Based on Stoneridge Investment Partners's 13F filing for Q2 2024, filed 8 Aug 2024.