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XR Securities’s Palo Alto Networks PANW Stock Holding History

XR Securities’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
-1,600
Closed -$273K – 123
2024
Q3 		$273K Sell
1,600
-1,600
-50% -$269K 0.08% 145
2024
Q2 		$542K Sell
3,200
-13,200
-80% -$1.97M 0.1% 145
2024
Q1 		$2.33M Buy
16,400
+4,400
+37% +$694K 0.07% 69
2023
Q4 		$1.77M Sell
12,000
-10,800
-47% -$1.44M 0.07% 125
2023
Q3 		$2.67M Buy
22,800
+11,800
+107% +$1.4M 0.21% 74
2023
Q2 		$1.41M Sell
11,000
-3,000
-21% -$312K 0.07% 121
2023
Q1 		$1.4M Buy
14,000
+3,400
+32% +$288K 0.04% 153
2022
Q4 		$740K Buy
+10,600
New +$851K 0.07% 209
2022
Q2 		– Sell
-22,800
Closed -$278K – 450
2022
Q1 		$278K Sell
22,800
-9,000
-28% -$806K 0.05% 119
2021
Q4 		$366K Buy
+31,800
New +$2.75M 0.04% 129
2021
Q1 		– Sell
-18,000
Closed -$243K – 550
2020
Q4 		$243K Buy
+18,000
New +$841K 0.02% 172
2018
Q4 		– Sell
-25,200
Closed -$258K – 443
2018
Q3 		$258K Buy
+25,200
New +$917K 0.07% 144

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 $1.6B AUM 20.7% 1-Year Est. Return

XR Securities's PANW Position: Q4 2024 in Review

XR Securities sold out of Palo Alto Networks (PANW) in Q4 2024, closing a stake of 3,738 shares — an estimated $639K sold.

XR Securities first reported a position in PANW in Q2 2021 and held it in 8 quarters. The position peaked at $2.32M in Q1 2024. 2,291 funds tracked by Wall St. Rank hold PANW as of Q4 2024.

  • XR Securities reported no remaining Palo Alto Networks position as of Q4 2024 after selling out during the quarter.
  • XR Securities sold 3,738 Palo Alto Networks shares in Q4 2024, an estimated $639K.
  • XR Securities first reported a position in Palo Alto Networks in Q2 2021 and held it in 8 quarters.
  • XR Securities's Palo Alto Networks position peaked at $2.32M in Q1 2024.
  • 2,291 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2024.

Based on XR Securities's 13F filing for Q4 2024, filed 17 Jan 2025.