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Sutton Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Sutton Wealth Advisors’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
Q3 		$179K Buy
1,526
+40
+3% +$4.73K 0.09% 116
2023
Q2 		$190K Hold
1,486
– – 0.09% 112
2023
Q1 		$148K Sell
1,486
-2,060
-58% -$175K 0.08% 130
2022
Q4 		$247K Hold
3,546
– – 0.09% 149
2022
Q3 		$290K Hold
3,546
– – 0.12% 131
2022
Q2 		$292K Hold
3,546
– – 0.12% 127
2022
Q1 		$368K Hold
3,546
– – 0.13% 116
2021
Q4 		$329K Buy
3,546
+24
+0.7% +$2.08K 0.11% 124
2021
Q3 		$281K Sell
3,522
-6
-0.2% -$422 0.1% 137
2021
Q2 		$218K Hold
3,528
– – 0.08% 171
2021
Q1 		$189K Hold
3,528
– – 0.07% 176
2020
Q4 		$209K Hold
3,528
– – 0.09% 152
2020
Q3 		$144K Hold
3,528
– – 0.07% 174
2020
Q2 		$135K Sell
3,528
-198
-5% -$6.98K 0.07% 179
2020
Q1 		$102K Sell
3,726
-18
-0.5% -$628 0.06% 191
2019
Q4 		$144K Hold
3,744
– – 0.07% 180
2019
Q3 		$127K Buy
3,744
+24
+0.6% +$849 0.07% 187
2019
Q2 		$126K Sell
3,720
-18
-0.5% -$673 0.07% 185
2019
Q1 		$151K Buy
3,738
+18
+0.5% +$668 0.09% 167
2018
Q4 		$117K Buy
3,720
+234
+7% +$7.29K 0.08% 177
2018
Q3 		$131K Hold
3,486
– – 0.09% 171
2018
Q2 		$119K Hold
3,486
– – 0.08% 182
2018
Q1 		$105K Hold
3,486
– – 0.08% 193
2017
Q4 		$84.2K Hold
3,486
– – 0.06% 208
2017
Q3 		$83.7K Buy
3,486
+18
+0.5% +$410 0.06% 205
2017
Q2 		$77.3K Hold
3,468
– – 0.06% 212
2017
Q1 		$65.1K Buy
3,468
+2,058
+146% +$46K 0.05% 220
2016
Q4 		$29.4K Sell
1,410
-870
-38% -$20.8K 0.03% 372
2016
Q3 		$60.5K Buy
2,280
+270
+13% +$6.15K 0.06% 225
2016
Q2 		$41.1K Sell
2,010
-816
-29% -$18.9K 0.04% 272
2016
Q1 		$76.8K Buy
+2,826
New +$69.5K 0.07% 203

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sutton Wealth Advisors's PANW Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Palo Alto Networks (PANW) stake by 2.7% in Q3 2023, buying an estimated $4.73K and bringing the position to 1,526 shares worth $179K. The position accounts for 0.09% of the portfolio, ranked #116.

Sutton Wealth Advisors first reported a position in PANW in Q1 2016 and has held it in 31 quarters since. The position peaked at $368K in Q1 2022. 1,637 funds tracked by Wall St. Rank hold PANW as of Q3 2023.

  • Sutton Wealth Advisors held 1,526 shares of Palo Alto Networks worth $179K as of Q3 2023.
  • Sutton Wealth Advisors bought 40 Palo Alto Networks shares in Q3 2023, an estimated $4.73K.
  • Palo Alto Networks made up 0.09% of Sutton Wealth Advisors's portfolio in Q3 2023, its #116 holding.
  • Sutton Wealth Advisors first reported a position in Palo Alto Networks in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Palo Alto Networks position peaked at $368K in Q1 2022.
  • 1,637 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.