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 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

Veritable's PANW Position: Q3 2023 in Review

Veritable sold out of Palo Alto Networks (PANW) in Q3 2023, closing a stake of 5,028 shares — an estimated $642K sold.

Veritable first reported a position in PANW in Q3 2018 and held it in 9 quarters. The position peaked at $642K in Q2 2023. 1,635 funds tracked by Wall St. Rank hold PANW as of Q3 2023.

Veritable reported no remaining Palo Alto Networks position as of Q3 2023 after selling out during the quarter.
Veritable sold 5,028 Palo Alto Networks shares in Q3 2023, an estimated $642K.
Veritable first reported a position in Palo Alto Networks in Q3 2018 and held it in 9 quarters.
Veritable's Palo Alto Networks position peaked at $642K in Q2 2023.
1,635 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.