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Ulrich Consultants & Investment Group’s Palo Alto Networks PANW Stock Holding History

Ulrich Consultants & Investment Group’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
-10,134
Closed -$830K – 41
2022
Q3 		$830K Hold
10,134
– – 0.64% 40
2022
Q2 		$834K Buy
+10,134
New +$899K 0.46% 56

Other funds holding PANW

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ulrich Consultants & Investment Group's PANW Position: Q4 2022 in Review

Ulrich Consultants & Investment Group sold out of Palo Alto Networks (PANW) in Q4 2022, closing a stake of 10,134 shares — an estimated $830K sold.

Ulrich Consultants & Investment Group first reported a position in PANW in Q2 2022 and held it in 2 quarters. The position peaked at $834K in Q2 2022. 1,378 funds tracked by Wall St. Rank hold PANW as of Q4 2022.

  • Ulrich Consultants & Investment Group reported no remaining Palo Alto Networks position as of Q4 2022 after selling out during the quarter.
  • Ulrich Consultants & Investment Group sold 10,134 Palo Alto Networks shares in Q4 2022, an estimated $830K.
  • Ulrich Consultants & Investment Group first reported a position in Palo Alto Networks in Q2 2022 and held it in 2 quarters.
  • Ulrich Consultants & Investment Group's Palo Alto Networks position peaked at $834K in Q2 2022.
  • 1,378 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2022.

Based on Ulrich Consultants & Investment Group's 13F filing for Q4 2022, filed 3 Feb 2023.