WealthSource Partners’s Palo Alto Networks PANW Stock Holding History

WealthSource Partners’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 Q4	$211K	Buy	+1,428	New	+$191K	0.01%	475
2022 Q4	–	Sell	-4,358	Closed	-$357K	–	516
2022 Q3	$357K	Sell	4,358 -4,768	-52%	-$413K	0.03%	361
2022 Q2	$751K	Sell	9,126 -798	-8%	-$70.8K	0.05%	230
2022 Q1	$1.03M	Buy	9,924 +138	+1%	+$12.4K	0.07%	214
2021 Q4	$908K	Buy	9,786 +1,116	+13%	+$96.5K	0.07%	199
2021 Q3	$692K	Buy	8,670 +1,338	+18%	+$94K	0.06%	233
2021 Q2	$453K	Hold	7,332	–	–	0.04%	289
2021 Q1	$394K	Buy	7,332 +1,362	+23%	+$81K	0.04%	287
2020 Q4	$354K	Hold	5,970	–	–	0.04%	261
2020 Q3	$244K	Hold	5,970	–	–	0.03%	298
2020 Q2	$229K	Buy	+5,970	New	+$210K	0.03%	289
2020 Q1	–	Sell	-6,420	Closed	-$247K	–	401
2019 Q4	$247K	Sell	6,420 -2,292	-26%	-$86.7K	0.03%	351
2019 Q3	$296K	Sell	8,712 -918	-10%	-$32.5K	0.04%	326
2019 Q2	$327K	Buy	9,630 +3,348	+53%	+$125K	0.05%	318
2019 Q1	$254K	Sell	6,282 -810	-11%	-$30K	0.06%	285
2018 Q4	$223K	Buy	7,092 +1,518	+27%	+$47.3K	0.06%	258
2018 Q3	$209K	Buy	+5,574	New	+$203K	0.05%	291

Other funds holding PANW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

WealthSource Partners's PANW Position: Q4 2023 in Review

WealthSource Partners opened a new position in Palo Alto Networks (PANW) in Q4 2023: 1,428 shares worth $211K. The stake represents 0.01% of the portfolio and ranks #475 among its holdings. This is a return to the name: WealthSource Partners previously reported a position in PANW as recently as Q3 2022.

WealthSource Partners first reported a position in PANW in Q3 2018 and has held it in 17 quarters since. The position peaked at $1.03M in Q1 2022. 1,838 funds tracked by Wall St. Rank hold PANW as of Q4 2023.

WealthSource Partners held 1,428 shares of Palo Alto Networks worth $211K as of Q4 2023.
Palo Alto Networks was a new WealthSource Partners position in Q4 2023.
Palo Alto Networks made up 0.01% of WealthSource Partners's portfolio in Q4 2023, its #475 holding.
WealthSource Partners first reported a position in Palo Alto Networks in Q3 2018 and has held it in 17 quarters since.
WealthSource Partners's Palo Alto Networks position peaked at $1.03M in Q1 2022.
1,838 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.