VWA
PANW icon

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

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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