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PANW icon

Veritable’s Palo Alto Networks PANW Stock Holding History

Veritable’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
-5,028
Closed -$642K – 575
2023
Q2 		$642K Buy
5,028
+382
+8% +$39.7K 0.01% 477
2023
Q1 		$464K Buy
4,646
+1,772
+62% +$150K 0.01% 566
2022
Q4 		$201K Sell
2,874
-310
-10% -$24.9K ﹤0.01% 823
2022
Q3 		$261K Sell
3,184
-14
-0.4% -$1.21K 0.01% 669
2022
Q2 		$263K Buy
3,198
+1,116
+54% +$99K ﹤0.01% 725
2022
Q1 		$216K Sell
2,082
-690
-25% -$61.8K ﹤0.01% 836
2021
Q4 		$257K Buy
+2,772
New +$240K ﹤0.01% 774
2019
Q2 		– Sell
-4,980
Closed -$202K – 823
2019
Q1 		$202K Buy
+4,980
New +$185K ﹤0.01% 761
2018
Q4 		– Sell
-5,346
Closed -$201K – 816
2018
Q3 		$201K Buy
+5,346
New +$195K ﹤0.01% 787

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $528B 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