TFO Wealth Partners’s Palo Alto Networks PANW Stock Holding History

TFO Wealth Partners’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
2022 Q3	–	Sell	-24	Closed	-$2K	–	388
2022 Q2	$2K	Buy	+24	New	+$2.13K	﹤0.01%	335
2021 Q3	–	Sell	-90	Closed	-$6K	–	174
2021 Q2	$6K	Buy	+90	New	+$5.33K	﹤0.01%	83
2020 Q3	–	Sell	-210	Closed	-$8K	–	175
2020 Q2	$8K	Buy	+210	New	+$7.4K	﹤0.01%	100

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

TFO Wealth Partners's PANW Position: Q3 2022 in Review

TFO Wealth Partners sold out of Palo Alto Networks (PANW) in Q3 2022, closing a stake of 24 shares — an estimated $2K sold.

TFO Wealth Partners first reported a position in PANW in Q2 2020 and held it in 3 quarters. The position peaked at $8K in Q2 2020. 1,354 funds tracked by Wall St. Rank hold PANW as of Q3 2022.

TFO Wealth Partners reported no remaining Palo Alto Networks position as of Q3 2022 after selling out during the quarter.
TFO Wealth Partners sold 24 Palo Alto Networks shares in Q3 2022, an estimated $2K.
TFO Wealth Partners first reported a position in Palo Alto Networks in Q2 2020 and held it in 3 quarters.
TFO Wealth Partners's Palo Alto Networks position peaked at $8K in Q2 2020.
1,354 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2022.

Based on TFO Wealth Partners's 13F filing for Q3 2022, filed 8 Nov 2022.