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Union Investments & Development’s Palo Alto Networks PANW Stock Holding History

Union Investments & Development’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 		– Sell
-1,250
Closed -$160K – 48
2023
Q2 		$160K Buy
+1,250
New +$130K 0.08% 29

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State Street
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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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Union Investments & Development's PANW Position: Q3 2023 in Review

Union Investments & Development sold out of Palo Alto Networks (PANW) in Q3 2023, closing a stake of 1,250 shares — an estimated $160K sold.

Union Investments & Development first reported a position in PANW in Q2 2023 and held it in 1 quarter. The position peaked at $160K in Q2 2023. 1,636 funds tracked by Wall St. Rank hold PANW as of Q3 2023.

  • Union Investments & Development reported no remaining Palo Alto Networks position as of Q3 2023 after selling out during the quarter.
  • Union Investments & Development sold 1,250 Palo Alto Networks shares in Q3 2023, an estimated $160K.
  • Union Investments & Development first reported a position in Palo Alto Networks in Q2 2023 and held it in 1 quarter.
  • Union Investments & Development's Palo Alto Networks position peaked at $160K in Q2 2023.
  • 1,636 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2023.

Based on Union Investments & Development's 13F filing for Q3 2023, filed 13 Nov 2023.