T
PANW icon

TCWP’s Palo Alto Networks PANW Stock Holding History

TCWP’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 		– Sell
-1,406
Closed -$238K – 45
2024
Q2 		$238K Buy
+1,406
New +$210K 0.58% 51
2024
Q1 		– Sell
-1,440
Closed -$212K – 58
2023
Q4 		$212K Sell
1,440
-16,530
-92% -$2.21M 0.6% 50
2023
Q3 		$2.11M Buy
17,970
+6
+0% +$710 1.6% 25
2023
Q2 		$2.29M Buy
17,964
+1,836
+11% +$191K 0.49% 58
2023
Q1 		$1.61M Buy
16,128
+1,562
+11% +$132K 0.31% 85
2022
Q4 		$1.02M Buy
14,566
+540
+4% +$43.4K 0.21% 101
2022
Q3 		$1.15M Buy
+14,026
New +$1.21M 0.24% 95
2022
Q2 		– Sell
-96
Closed -$9K – 1290
2022
Q1 		$9K Buy
+96
New +$8.59K ﹤0.01% 919

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TCWP's PANW Position: Q3 2024 in Review

TCWP sold out of Palo Alto Networks (PANW) in Q3 2024, closing a stake of 1,406 shares — an estimated $238K sold.

TCWP first reported a position in PANW in Q1 2022 and held it in 8 quarters. The position peaked at $2.29M in Q2 2023. 2,065 funds tracked by Wall St. Rank hold PANW as of Q3 2024.

  • TCWP reported no remaining Palo Alto Networks position as of Q3 2024 after selling out during the quarter.
  • TCWP sold 1,406 Palo Alto Networks shares in Q3 2024, an estimated $238K.
  • TCWP first reported a position in Palo Alto Networks in Q1 2022 and held it in 8 quarters.
  • TCWP's Palo Alto Networks position peaked at $2.29M in Q2 2023.
  • 2,065 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2024.

Based on TCWP's 13F filing for Q3 2024.