Surience Private Wealth’s Palo Alto Networks PANW Stock Holding History

Surience Private Wealth’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	–	Sell	-25,170	Closed	-$3.71M	–	36
2023 Q4	$3.71M	Buy	+25,170	New	+$3.37M	3.77%	15
2022 Q2	–	Sell	-46,026	Closed	-$4.78M	–	20
2022 Q1	$4.78M	Buy	+46,026	New	+$4.12M	4.18%	11

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

Surience Private Wealth's PANW Position: Q1 2024 in Review

Surience Private Wealth sold out of Palo Alto Networks (PANW) in Q1 2024, closing a stake of 25,170 shares — an estimated $3.71M sold.

Surience Private Wealth first reported a position in PANW in Q1 2022 and held it in 2 quarters. The position peaked at $4.78M in Q1 2022. 1,899 funds tracked by Wall St. Rank hold PANW as of Q1 2024.

Surience Private Wealth reported no remaining Palo Alto Networks position as of Q1 2024 after selling out during the quarter.
Surience Private Wealth sold 25,170 Palo Alto Networks shares in Q1 2024, an estimated $3.71M.
Surience Private Wealth first reported a position in Palo Alto Networks in Q1 2022 and held it in 2 quarters.
Surience Private Wealth's Palo Alto Networks position peaked at $4.78M in Q1 2022.
1,899 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2024.

Based on Surience Private Wealth's 13F filing for Q1 2024, filed 14 May 2024.