TrustCore Financial Services’s Palo Alto Networks PANW Stock Holding History

TrustCore Financial Services’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	$292K	Buy	4,180 +100	+2%	+$8.03K	0.03%	230
2022 Q3	$334K	Buy	4,080 +300	+8%	+$26K	0.03%	201
2022 Q2	$311K	Sell	3,780 -30	-0.8%	-$2.66K	0.03%	208
2022 Q1	$395K	Buy	3,810 +30	+0.8%	+$2.69K	0.03%	203
2021 Q4	$351K	Hold	3,780	–	–	0.04%	190
2021 Q3	$302K	Hold	3,780	–	–	0.03%	226
2021 Q2	$234K	Hold	3,780	–	–	0.02%	251
2021 Q1	$203K	Buy	3,780 +480	+15%	+$28.5K	0.02%	251
2020 Q4	$195K	Hold	3,300	–	–	0.02%	247
2020 Q3	$135K	Buy	3,300 +300	+10%	+$12.5K	0.02%	269
2020 Q2	$115K	Hold	3,000	–	–	0.02%	288
2020 Q1	$82K	Sell	3,000 -162	-5%	-$5.66K	0.02%	300
2019 Q4	$122K	Buy	3,162 +3,000	+1,852%	+$113K	0.02%	263
2019 Q3	$6K	Hold	162	–	–	﹤0.01%	726
2019 Q2	$6K	Hold	162	–	–	﹤0.01%	705
2019 Q1	$7K	Buy	+162	New	+$6.01K	﹤0.01%	625
2018 Q4	–	Sell	-162	Closed	-$6K	–	680
2018 Q3	$6K	Hold	162	–	–	﹤0.01%	644
2018 Q2	$6K	Buy	+162	New	+$5.4K	﹤0.01%	649

Other funds holding PANW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TrustCore Financial Services's PANW Position: Q4 2022 in Review

TrustCore Financial Services increased its Palo Alto Networks (PANW) stake by 2.5% in Q4 2022, buying an estimated $8.03K and bringing the position to 4,180 shares worth $292K. The position accounts for 0.03% of the portfolio, ranked #230.

TrustCore Financial Services first reported a position in PANW in Q2 2018 and has held it in 18 quarters since. The position peaked at $395K in Q1 2022. 1,378 funds tracked by Wall St. Rank hold PANW as of Q4 2022.

TrustCore Financial Services held 4,180 shares of Palo Alto Networks worth $292K as of Q4 2022.
TrustCore Financial Services bought 100 Palo Alto Networks shares in Q4 2022, an estimated $8.03K.
Palo Alto Networks made up 0.03% of TrustCore Financial Services's portfolio in Q4 2022, its #230 holding.
TrustCore Financial Services first reported a position in Palo Alto Networks in Q2 2018 and has held it in 18 quarters since.
TrustCore Financial Services's Palo Alto Networks position peaked at $395K in Q1 2022.
1,378 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.