Westwood Management Corporation’s Palo Alto Networks PANW Stock Holding History

Westwood Management Corporation’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	-72,180	Closed	-$9.22M	–	60
2023 Q2	$9.22M	Sell	72,180 -3,600	-5%	-$375K	1.19%	16
2023 Q1	$7.57M	Buy	75,780 +2,400	+3%	+$203K	0.96%	18
2022 Q4	$5.12M	Hold	73,380	–	–	0.69%	19
2022 Q3	$6.01M	Hold	73,380	–	–	0.79%	21
2022 Q2	$6.04M	Buy	73,380 +3,180	+5%	+$282K	0.76%	20
2022 Q1	$7.28M	Hold	70,200	–	–	0.69%	21
2021 Q4	$6.51M	Buy	70,200 +12,000	+21%	+$1.04M	0.5%	23
2021 Q3	$4.65M	Buy	+58,200	New	+$4.09M	0.38%	29

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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Westwood Management Corporation's PANW Position: Q3 2023 in Review

Westwood Management Corporation sold out of Palo Alto Networks (PANW) in Q3 2023, closing a stake of 72,180 shares — an estimated $9.22M sold.

Westwood Management Corporation first reported a position in PANW in Q3 2021 and held it in 8 quarters. The position peaked at $9.22M in Q2 2023. 1,637 funds tracked by Wall St. Rank hold PANW as of Q3 2023.

Westwood Management Corporation reported no remaining Palo Alto Networks position as of Q3 2023 after selling out during the quarter.
Westwood Management Corporation sold 72,180 Palo Alto Networks shares in Q3 2023, an estimated $9.22M.
Westwood Management Corporation first reported a position in Palo Alto Networks in Q3 2021 and held it in 8 quarters.
Westwood Management Corporation's Palo Alto Networks position peaked at $9.22M in Q2 2023.
1,637 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2023.

Based on Westwood Management Corporation's 13F filing for Q3 2023, filed 27 Oct 2023.