Ten Capital Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Ten Capital 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 Q2	$433K	Sell	3,390 -150	-4%	-$15.6K	0.13%	69
2023 Q1	$354K	Buy	3,540 +3,090	+687%	+$262K	0.12%	62
2022 Q4	$31.4K	Buy	450 +150	+50%	+$12K	0.01%	220
2022 Q3	$25K	Hold	300	–	–	0.01%	220
2022 Q2	$25K	Buy	300 +90	+43%	+$7.98K	0.01%	186
2022 Q1	$22K	Hold	210	–	–	0.01%	210
2021 Q4	$19K	Buy	+210	New	+$18.2K	0.01%	227

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ten Capital Wealth Advisors's PANW Position: Q2 2023 in Review

Ten Capital Wealth Advisors reduced its Palo Alto Networks (PANW) stake by 4.2% in Q2 2023, selling an estimated $15.6K and leaving 3,390 shares worth $433K. The position accounts for 0.13% of the portfolio, ranked #69.

Ten Capital Wealth Advisors first reported a position in PANW in Q4 2021 and has held it in 7 quarters since. 1,593 funds tracked by Wall St. Rank hold PANW as of Q2 2023.

Ten Capital Wealth Advisors held 3,390 shares of Palo Alto Networks worth $433K as of Q2 2023.
Ten Capital Wealth Advisors sold 150 Palo Alto Networks shares in Q2 2023, an estimated $15.6K.
Palo Alto Networks made up 0.13% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #69 holding.
Ten Capital Wealth Advisors first reported a position in Palo Alto Networks in Q4 2021 and has held it in 7 quarters since.
1,593 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.