Sugarloaf Wealth Management’s Palo Alto Networks PANW Stock Holding History

Sugarloaf Wealth Management’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 Q1	–	Sell	-60	Closed	-$4.19K	–	762
2022 Q4	$4.19K	Buy	+60	New	+$4.82K	﹤0.01%	601

Other funds holding PANW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sugarloaf Wealth Management's PANW Position: Q1 2023 in Review

Sugarloaf Wealth Management sold out of Palo Alto Networks (PANW) in Q1 2023, closing a stake of 60 shares — an estimated $4.19K sold.

Sugarloaf Wealth Management first reported a position in PANW in Q4 2022 and held it in 1 quarter. The position peaked at $4.19K in Q4 2022. 1,470 funds tracked by Wall St. Rank hold PANW as of Q1 2023.

Sugarloaf Wealth Management reported no remaining Palo Alto Networks position as of Q1 2023 after selling out during the quarter.
Sugarloaf Wealth Management sold 60 Palo Alto Networks shares in Q1 2023, an estimated $4.19K.
Sugarloaf Wealth Management first reported a position in Palo Alto Networks in Q4 2022 and held it in 1 quarter.
Sugarloaf Wealth Management's Palo Alto Networks position peaked at $4.19K in Q4 2022.
1,470 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.