Wilbanks Smith & Thomas Asset Management’s Palo Alto Networks PANW Stock Holding History

Wilbanks Smith & Thomas Asset Management’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 Q1	$10.2M	Buy	71,998 +29,464	+69%	+$4.65M	0.29%	84
2023 Q4	$6.27M	Buy	42,534 +40,488	+1,979%	+$5.41M	0.19%	99
2023 Q3	$240K	Buy	+2,046	New	+$242K	0.01%	447
2023 Q2	–	Sell	-2,262	Closed	-$226K	–	527
2023 Q1	$226K	Buy	+2,262	New	+$192K	0.01%	467
2022 Q4	–	Sell	-3,084	Closed	-$253K	–	511
2022 Q3	$253K	Buy	+3,084	New	+$267K	0.01%	397
2018 Q4	–	Sell	-1,086	Closed	-$41K	–	1023
2018 Q3	$41K	Buy	+1,086	New	+$39.5K	﹤0.01%	725

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Norges Bank Oslo, Norway $935B AUM

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

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

Wilbanks Smith & Thomas Asset Management's PANW Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management increased its Palo Alto Networks (PANW) stake by 69% in Q1 2024, buying an estimated $4.65M and bringing the position to 71,998 shares worth $10.2M. The position accounts for 0.29% of the portfolio, ranked #84.

Wilbanks Smith & Thomas Asset Management first reported a position in PANW in Q3 2018 and has held it in 6 quarters since. 1,900 funds tracked by Wall St. Rank hold PANW as of Q1 2024.

Wilbanks Smith & Thomas Asset Management held 71,998 shares of Palo Alto Networks worth $10.2M as of Q1 2024.
Wilbanks Smith & Thomas Asset Management bought 29,464 Palo Alto Networks shares in Q1 2024, an estimated $4.65M.
Palo Alto Networks made up 0.29% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #84 holding.
Wilbanks Smith & Thomas Asset Management first reported a position in Palo Alto Networks in Q3 2018 and has held it in 6 quarters since.
1,900 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.