V Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

V Wealth 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	$432K	Sell	3,684 -3,924	-52%	-$464K	0.35%	63
2023 Q2	$972K	Buy	7,608 +194	+3%	+$20.2K	0.16%	124
2023 Q1	$740K	Sell	7,414 -238	-3%	-$20.2K	0.14%	149
2022 Q4	$534K	Buy	7,652 +2,094	+38%	+$168K	0.11%	181
2022 Q3	$455K	Sell	5,558 -910	-14%	-$78.8K	0.09%	218
2022 Q2	$532K	Buy	6,468 +108	+2%	+$9.58K	0.1%	213
2022 Q1	$659K	Buy	6,360 +54	+0.9%	+$4.83K	0.11%	203
2021 Q4	$586K	Sell	6,306 -342	-5%	-$29.6K	0.09%	232
2021 Q3	$530K	Buy	6,648 +2,064	+45%	+$145K	0.08%	260
2021 Q2	$284K	Buy	4,584 +702	+18%	+$41.6K	0.05%	380
2021 Q1	$208K	Hold	3,882	–	–	0.04%	402
2020 Q4	$230K	Buy	+3,882	New	+$181K	0.05%	341
2017 Q3	–	Sell	-72	Closed	-$2K	–	553
2017 Q2	$2K	Buy	+72	New	+$1.46K	﹤0.01%	756

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

V Wealth Advisors's PANW Position: Q3 2023 in Review

V Wealth Advisors reduced its Palo Alto Networks (PANW) stake by 52% in Q3 2023, selling an estimated $464K and leaving 3,684 shares worth $432K. The position accounts for 0.35% of the portfolio, ranked #63.

V Wealth Advisors first reported a position in PANW in Q2 2017 and has held it in 13 quarters since. The position peaked at $972K in Q2 2023. 1,635 funds tracked by Wall St. Rank hold PANW as of Q3 2023.

V Wealth Advisors held 3,684 shares of Palo Alto Networks worth $432K as of Q3 2023.
V Wealth Advisors sold 3,924 Palo Alto Networks shares in Q3 2023, an estimated $464K.
Palo Alto Networks made up 0.35% of V Wealth Advisors's portfolio in Q3 2023, its #63 holding.
V Wealth Advisors first reported a position in Palo Alto Networks in Q2 2017 and has held it in 13 quarters since.
V Wealth Advisors's Palo Alto Networks position peaked at $972K in Q2 2023.
1,635 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.