Tiedemann Advisors’s Palo Alto Networks PANW Stock Holding History

Tiedemann 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 Q3	$1.19M	Hold	10,146	–	–	0.05%	109
2023 Q2	$1.3M	Hold	10,146	–	–	0.06%	100
2023 Q1	$1.01M	Buy	+10,146	New	+$860K	0.05%	110
2019 Q2	–	Sell	-27,114	Closed	-$1.1M	–	389
2019 Q1	$1.1M	Buy	+27,114	New	+$1.01M	0.05%	208

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Tiedemann Advisors's PANW Position: Q3 2023 in Review

Tiedemann Advisors held its Palo Alto Networks (PANW) position steady in Q3 2023 at 10,146 shares worth $1.19M. The position accounts for 0.05% of the portfolio, ranked #109.

Tiedemann Advisors first reported a position in PANW in Q1 2019 and has held it in 4 quarters since. The position peaked at $1.3M in Q2 2023. 1,636 funds tracked by Wall St. Rank hold PANW as of Q3 2023.

Tiedemann Advisors held 10,146 shares of Palo Alto Networks worth $1.19M as of Q3 2023.
Tiedemann Advisors left its Palo Alto Networks share count unchanged in Q3 2023.
Palo Alto Networks made up 0.05% of Tiedemann Advisors's portfolio in Q3 2023, its #109 holding.
Tiedemann Advisors first reported a position in Palo Alto Networks in Q1 2019 and has held it in 4 quarters since.
Tiedemann Advisors's Palo Alto Networks position peaked at $1.3M in Q2 2023.
1,636 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.