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Vantage Financial Partners (Illinois)’s Palo Alto Networks PANW Stock Holding History

Vantage Financial Partners (Illinois)’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
2024
Q2 		$958K Buy
5,650
+480
+9% +$71.8K 0.24% 55
2024
Q1 		$734K Sell
5,170
-6,530
-56% -$1.03M 0.19% 61
2023
Q4 		$1.73M Sell
11,700
-2,440
-17% -$326K 0.52% 35
2023
Q3 		$1.66M Sell
14,140
-1,670
-11% -$198K 0.95% 19
2023
Q2 		$2.02M Sell
15,810
-1,520
-9% -$158K 1.12% 17
2023
Q1 		$1.73M Sell
17,330
-2,000
-10% -$169K 1.02% 18
2022
Q4 		$1.35M Buy
19,330
+400
+2% +$32.1K 0.78% 32
2022
Q3 		$1.55M Sell
18,930
-450
-2% -$39K 1% 19
2022
Q2 		$1.59M Buy
19,380
+150
+0.8% +$13.3K 0.95% 21
2022
Q1 		$2M Sell
19,230
-780
-4% -$69.8K 1.04% 16
2021
Q4 		$1.86M Sell
20,010
-450
-2% -$38.9K 0.94% 16
2021
Q3 		$1.63M Sell
20,460
-600
-3% -$42.2K 0.87% 19
2021
Q2 		$1.3M Buy
21,060
+8,160
+63% +$483K 0.73% 28
2021
Q1 		$692K Buy
12,900
+5,850
+83% +$348K 0.39% 44
2020
Q4 		$418K Buy
7,050
+300
+4% +$14K 0.24% 53
2020
Q3 		$275K Buy
+6,750
New +$281K 0.17% 64

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Vantage Financial Partners (Illinois)'s PANW Position: Q2 2024 in Review

Vantage Financial Partners (Illinois) increased its Palo Alto Networks (PANW) stake by 9.3% in Q2 2024, buying an estimated $71.8K and bringing the position to 5,650 shares worth $958K. The position accounts for 0.24% of the portfolio, ranked #55.

Vantage Financial Partners (Illinois) first reported a position in PANW in Q3 2020 and has held it in 16 quarters since. The position peaked at $2.02M in Q2 2023. 2,008 funds tracked by Wall St. Rank hold PANW as of Q2 2024.

  • Vantage Financial Partners (Illinois) held 5,650 shares of Palo Alto Networks worth $958K as of Q2 2024.
  • Vantage Financial Partners (Illinois) bought 480 Palo Alto Networks shares in Q2 2024, an estimated $71.8K.
  • Palo Alto Networks made up 0.24% of Vantage Financial Partners (Illinois)'s portfolio in Q2 2024, its #55 holding.
  • Vantage Financial Partners (Illinois) first reported a position in Palo Alto Networks in Q3 2020 and has held it in 16 quarters since.
  • Vantage Financial Partners (Illinois)'s Palo Alto Networks position peaked at $2.02M in Q2 2023.
  • 2,008 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2024.

Based on Vantage Financial Partners (Illinois)'s 13F filing for Q2 2024, filed 14 Aug 2024.