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Wetzel Investment Advisors’s Palo Alto Networks PANW Stock Holding History

Wetzel Investment Advisors’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
Q3 		– Sell
-154
Closed -$21.9K – 667
2024
Q2 		$21.9K Hold
154
– – 0.01% 335
2024
Q1 		$21.6K Hold
154
– – 0.01% 371
2023
Q4 		$23K Buy
+154
New +$20.6K 0.01% 356

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wetzel Investment Advisors's PANW Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Palo Alto Networks (PANW) in Q3 2024, closing a stake of 154 shares — an estimated $21.9K sold.

Wetzel Investment Advisors first reported a position in PANW in Q4 2023 and held it in 3 quarters. The position peaked at $23K in Q4 2023. 2,068 funds tracked by Wall St. Rank hold PANW as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Palo Alto Networks position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 154 Palo Alto Networks shares in Q3 2024, an estimated $21.9K.
  • Wetzel Investment Advisors first reported a position in Palo Alto Networks in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Palo Alto Networks position peaked at $23K in Q4 2023.
  • 2,068 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.