VIA
PANW icon

Vident Investment Advisory’s Palo Alto Networks PANW Stock Holding History

Vident Investment Advisory’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
-12,694
Closed -$1.62M – 738
2023
Q2 		$1.62M Sell
12,694
-2,936
-19% -$306K 0.06% 363
2023
Q1 		$1.56M Sell
15,630
-2,250
-13% -$191K 0.05% 410
2022
Q4 		$1.25M Sell
17,880
-11,374
-39% -$913K 0.05% 430
2022
Q3 		$2.22M Buy
29,254
+4,360
+18% +$378K 0.07% 309
2022
Q2 		$2.04M Buy
24,894
+8,478
+52% +$752K 0.06% 388
2022
Q1 		$1.7M Sell
16,416
-8,106
-33% -$725K 0.04% 515
2021
Q4 		$2.28M Buy
24,522
+1,734
+8% +$150K 0.06% 397
2021
Q3 		$1.82M Sell
22,788
-9,354
-29% -$657K 0.06% 470
2021
Q2 		$1.99M Sell
32,142
-10,554
-25% -$625K 0.06% 411
2021
Q1 		$2.29M Buy
42,696
+2,232
+6% +$133K 0.08% 314
2020
Q4 		$2.4M Buy
40,464
+42
+0.1% +$1.96K 0.1% 213
2020
Q3 		$1.65M Buy
40,422
+23,202
+135% +$965K 0.08% 307
2020
Q2 		$659K Sell
17,220
-282
-2% -$9.94K 0.03% 578
2020
Q1 		$479K Buy
+17,502
New +$611K 0.03% 582
2019
Q1 		– Sell
-9,078
Closed -$285K – 790
2018
Q4 		$285K Sell
9,078
-15,540
-63% -$484K 0.02% 720
2018
Q3 		$924K Sell
24,618
-6,108
-20% -$222K 0.04% 490
2018
Q2 		$1.05M Buy
30,726
+13,320
+77% +$444K 0.04% 414
2018
Q1 		$547K Sell
17,406
-24,468
-58% -$680K 0.02% 577
2017
Q4 		$1.01M Buy
41,874
+23,298
+125% +$567K 0.05% 374
2017
Q3 		$446K Buy
+18,576
New +$423K 0.02% 530

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vident Investment Advisory's PANW Position: Q3 2023 in Review

Vident Investment Advisory sold out of Palo Alto Networks (PANW) in Q3 2023, closing a stake of 12,694 shares — an estimated $1.62M sold.

Vident Investment Advisory first reported a position in PANW in Q3 2017 and held it in 20 quarters. The position peaked at $2.4M in Q4 2020. 1,635 funds tracked by Wall St. Rank hold PANW as of Q3 2023.

  • Vident Investment Advisory reported no remaining Palo Alto Networks position as of Q3 2023 after selling out during the quarter.
  • Vident Investment Advisory sold 12,694 Palo Alto Networks shares in Q3 2023, an estimated $1.62M.
  • Vident Investment Advisory first reported a position in Palo Alto Networks in Q3 2017 and held it in 20 quarters.
  • Vident Investment Advisory's Palo Alto Networks position peaked at $2.4M in Q4 2020.
  • 1,635 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2023.

Based on Vident Investment Advisory's 13F filing for Q3 2023.