The Family Firm’s Palo Alto Networks PANW Stock Holding History

The Family Firm’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	-86	Closed	-$14.6K	–	655
2024 Q2	$14.6K	Buy	+86	New	+$12.9K	﹤0.01%	617

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

The Family Firm's PANW Position: Q3 2024 in Review

The Family Firm sold out of Palo Alto Networks (PANW) in Q3 2024, closing a stake of 86 shares — an estimated $14.6K sold.

The Family Firm first reported a position in PANW in Q2 2024 and held it in 1 quarter. The position peaked at $14.6K in Q2 2024. 2,066 funds tracked by Wall St. Rank hold PANW as of Q3 2024.

The Family Firm reported no remaining Palo Alto Networks position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 86 Palo Alto Networks shares in Q3 2024, an estimated $14.6K.
The Family Firm first reported a position in Palo Alto Networks in Q2 2024 and held it in 1 quarter.
The Family Firm's Palo Alto Networks position peaked at $14.6K in Q2 2024.
2,066 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.