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WBI Investments’s Palo Alto Networks PANW Stock Holding History

WBI Investments’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
Q4 		– Sell
-17,258
Closed -$2.95M – 269
2024
Q3 		$2.95M Sell
17,258
-21,608
-56% -$3.64M 0.71% 34
2024
Q2 		$6.59M Buy
+38,866
New +$5.81M 1.6% 10

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

WBI Investments's PANW Position: Q4 2024 in Review

WBI Investments sold out of Palo Alto Networks (PANW) in Q4 2024, closing a stake of 17,258 shares — an estimated $2.95M sold.

WBI Investments first reported a position in PANW in Q2 2024 and held it in 2 quarters. The position peaked at $6.59M in Q2 2024. 2,292 funds tracked by Wall St. Rank hold PANW as of Q4 2024.

  • WBI Investments reported no remaining Palo Alto Networks position as of Q4 2024 after selling out during the quarter.
  • WBI Investments sold 17,258 Palo Alto Networks shares in Q4 2024, an estimated $2.95M.
  • WBI Investments first reported a position in Palo Alto Networks in Q2 2024 and held it in 2 quarters.
  • WBI Investments's Palo Alto Networks position peaked at $6.59M in Q2 2024.
  • 2,292 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2024.

Based on WBI Investments's 13F filing for Q4 2024, filed 14 Feb 2025.