Surevest’s Palo Alto Networks PANW Stock Holding History

Surevest’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
2022 Q3	$5.49M	Sell	67,076 -904	-1%	-$78.3K	1.49%	10
2022 Q2	$5.6M	Sell	67,980 -2,916	-4%	-$259K	1.47%	10
2022 Q1	$7.36M	Sell	70,896 -37,806	-35%	-$3.38M	1.78%	8
2021 Q4	$10.1M	Sell	108,702 -5,214	-5%	-$451K	2.39%	5
2021 Q3	$9.09M	Buy	113,916 +1,242	+1%	+$87.3K	2.3%	5
2021 Q2	$6.97M	Buy	112,674 +14,226	+14%	+$843K	1.82%	10
2021 Q1	$5.28M	Sell	98,448 -20,772	-17%	-$1.23M	1.6%	12
2020 Q4	$7.06M	Buy	119,220 +606	+0.5%	+$28.3K	2.36%	5
2020 Q3	$4.84M	Buy	118,614 +6,222	+6%	+$259K	1.9%	9
2020 Q2	$4.3M	Buy	112,392 +10,026	+10%	+$353K	1.9%	9
2020 Q1	$2.8M	Buy	102,366 +95,988	+1,505%	+$3.35M	1.52%	11
2019 Q4	$246K	Buy	+6,378	New	+$241K	0.11%	132

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Surevest's PANW Position: Q3 2022 in Review

Surevest reduced its Palo Alto Networks (PANW) stake by 1.3% in Q3 2022, selling an estimated $78.3K and leaving 67,076 shares worth $5.49M. The position accounts for 1.49% of the portfolio, ranked #10.

Surevest first reported a position in PANW in Q4 2019 and has held it in 12 quarters since. The position peaked at $10.1M in Q4 2021. 1,354 funds tracked by Wall St. Rank hold PANW as of Q3 2022.

Surevest held 67,076 shares of Palo Alto Networks worth $5.49M as of Q3 2022.
Surevest sold 904 Palo Alto Networks shares in Q3 2022, an estimated $78.3K.
Palo Alto Networks made up 1.49% of Surevest's portfolio in Q3 2022, its #10 holding.
Surevest first reported a position in Palo Alto Networks in Q4 2019 and has held it in 12 quarters since.
Surevest's Palo Alto Networks position peaked at $10.1M in Q4 2021.
1,354 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.