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Totem Point Management’s Palo Alto Networks PANW Stock Holding History

Totem Point 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
2024
Q2 		– Sell
-1,878
Closed -$267K – 20
2024
Q1 		$267K Sell
1,878
-18,878
-91% -$2.98M 0.29% 16
2023
Q4 		$3.06M Sell
20,756
-9,366
-31% -$1.25M 3.97% 11
2023
Q3 		$3.53M Buy
+30,122
New +$3.56M 5.01% 10
2023
Q1 		– Sell
-29,672
Closed -$2.07M – 17
2022
Q4 		$2.07M Sell
29,672
-62,726
-68% -$5.04M 2.81% 11
2022
Q3 		$7.57M Buy
92,398
+48,118
+109% +$4.17M 13.05% 3
2022
Q2 		$3.65M Buy
+44,280
New +$3.93M 7.86% 6

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Totem Point Management's PANW Position: Q2 2024 in Review

Totem Point Management sold out of Palo Alto Networks (PANW) in Q2 2024, closing a stake of 1,878 shares — an estimated $267K sold.

Totem Point Management first reported a position in PANW in Q2 2022 and held it in 6 quarters. The position peaked at $7.57M in Q3 2022. 2,007 funds tracked by Wall St. Rank hold PANW as of Q2 2024.

  • Totem Point Management reported no remaining Palo Alto Networks position as of Q2 2024 after selling out during the quarter.
  • Totem Point Management sold 1,878 Palo Alto Networks shares in Q2 2024, an estimated $267K.
  • Totem Point Management first reported a position in Palo Alto Networks in Q2 2022 and held it in 6 quarters.
  • Totem Point Management's Palo Alto Networks position peaked at $7.57M in Q3 2022.
  • 2,007 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2024.

Based on Totem Point Management's 13F filing for Q2 2024, filed 14 Aug 2024.