ZIMP
PANW icon

Zimmermann Investment Management & Planning’s Palo Alto Networks PANW Stock Holding History

Zimmermann Investment Management & Planning’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
-15,224
Closed -$2.6M – 92
2024
Q3 		$2.6M Buy
15,224
+2,342
+18% +$394K 0.8% 34
2024
Q2 		$2.18M Sell
12,882
-2,712
-17% -$406K 0.73% 37
2024
Q1 		$2.22M Buy
15,594
+660
+4% +$104K 0.8% 38
2023
Q4 		$2.2M Buy
14,934
+416
+3% +$55.6K 0.9% 34
2023
Q3 		$1.7M Buy
14,518
+244
+2% +$28.9K 0.82% 37
2023
Q2 		$1.82M Buy
14,274
+226
+2% +$23.5K 0.85% 38
2023
Q1 		$1.4M Buy
14,048
+3,094
+28% +$262K 0.73% 39
2022
Q4 		$764K Buy
10,954
+2,796
+34% +$225K 0.44% 43
2022
Q3 		$668K Buy
+8,158
New +$706K 0.42% 43

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 $1.88B AUM 29.07% 1-Year Est. Return

Zimmermann Investment Management & Planning's PANW Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of Palo Alto Networks (PANW) in Q4 2024, closing a stake of 15,224 shares — an estimated $2.6M sold.

Zimmermann Investment Management & Planning first reported a position in PANW in Q3 2022 and held it in 9 quarters. The position peaked at $2.6M in Q3 2024. 2,292 funds tracked by Wall St. Rank hold PANW as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining Palo Alto Networks position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 15,224 Palo Alto Networks shares in Q4 2024, an estimated $2.6M.
  • Zimmermann Investment Management & Planning first reported a position in Palo Alto Networks in Q3 2022 and held it in 9 quarters.
  • Zimmermann Investment Management & Planning's Palo Alto Networks position peaked at $2.6M in Q3 2024.
  • 2,292 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.