SYSTM Wealth Solutions’s Palo Alto Networks PANW Stock Holding History

SYSTM Wealth Solutions’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 Q3	$684	Sell	4 -21,320	-100%	-$3.59M	0.02%	86
2024 Q2	$3.61M	Buy	21,324 +2,224	+12%	+$333K	0.81%	34
2024 Q1	$2.71M	Buy	19,100 +826	+5%	+$130K	0.34%	85
2023 Q4	$2.69M	Sell	18,274 -90	-0.5%	-$12K	0.37%	74
2023 Q3	$2.15M	Buy	18,364 +6,552	+55%	+$775K	0.33%	75
2023 Q2	$1.51M	Sell	11,812 -1,314	-10%	-$137K	0.2%	135
2023 Q1	$1.31M	Buy	13,126 +384	+3%	+$32.5K	0.2%	136
2022 Q4	$889K	Buy	+12,742	New	+$1.02M	0.11%	231

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SYSTM Wealth Solutions's PANW Position: Q3 2024 in Review

SYSTM Wealth Solutions reduced its Palo Alto Networks (PANW) stake by 100% in Q3 2024, selling an estimated $3.59M and leaving 4 shares worth $684. The position accounts for 0.02% of the portfolio, ranked #86.

SYSTM Wealth Solutions first reported a position in PANW in Q4 2022 and has held it in 8 quarters since. The position peaked at $3.61M in Q2 2024. 2,065 funds tracked by Wall St. Rank hold PANW as of Q3 2024.

SYSTM Wealth Solutions held 4 shares of Palo Alto Networks worth $684 as of Q3 2024.
SYSTM Wealth Solutions sold 21,320 Palo Alto Networks shares in Q3 2024, an estimated $3.59M.
Palo Alto Networks made up 0.02% of SYSTM Wealth Solutions's portfolio in Q3 2024, its #86 holding.
SYSTM Wealth Solutions first reported a position in Palo Alto Networks in Q4 2022 and has held it in 8 quarters since.
SYSTM Wealth Solutions's Palo Alto Networks position peaked at $3.61M in Q2 2024.
2,065 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.