Thames Capital Management’s Palo Alto Networks PANW Stock Holding History

Thames Capital Management’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 Q4	–	Sell	-73,404	Closed	-$6.01M	–	27
2022 Q3	$6.01M	Sell	73,404 -89,430	-55%	-$7.74M	2.98%	15
2022 Q2	$13.4M	Hold	162,834	–	–	5.38%	8
2022 Q1	$16.9M	Buy	162,834 +102,390	+169%	+$9.16M	3.56%	8
2021 Q4	$5.61M	Sell	60,444 -210	-0.3%	-$18.2K	1.07%	37
2021 Q3	$4.84M	Buy	+60,654	New	+$4.26M	1.06%	34

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Thames Capital Management's PANW Position: Q4 2022 in Review

Thames Capital Management sold out of Palo Alto Networks (PANW) in Q4 2022, closing a stake of 73,404 shares — an estimated $6.01M sold.

Thames Capital Management first reported a position in PANW in Q3 2021 and held it in 5 quarters. The position peaked at $16.9M in Q1 2022. 1,377 funds tracked by Wall St. Rank hold PANW as of Q4 2022.

Thames Capital Management reported no remaining Palo Alto Networks position as of Q4 2022 after selling out during the quarter.
Thames Capital Management sold 73,404 Palo Alto Networks shares in Q4 2022, an estimated $6.01M.
Thames Capital Management first reported a position in Palo Alto Networks in Q3 2021 and held it in 5 quarters.
Thames Capital Management's Palo Alto Networks position peaked at $16.9M in Q1 2022.
1,377 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2022.

Based on Thames Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.