SEC 13F Intelligence

Surevest, LLC / PANW

Surevest, LLC’s Palo Alto Networks Inc Position

Does Surevest, LLC own Palo Alto Networks Inc (PANW)? Yes — 33.5K shares worth $5M (+1.49% of its 13F portfolio) as of Q3 2022, up from 11.3K shares the prior filed quarter.

Position Value
$5M
Q3 2022
Shares
33.5K
% of Portfolio
+1.49%
Quarters Held
12
currently held

Position History PANW

Reported value by quarter
Q4 ’19: $246,000Q4 ’19Q1 ’20: $3MQ2 ’20: $4MQ2 ’20Q3 ’20: $5MQ4 ’20: $7MQ4 ’20Q1 ’21: $5MQ2 ’21: $7MQ2 ’21Q3 ’21: $9MQ4 ’21: $10MQ4 ’21Q1 ’22: $7MQ2 ’22: $6MQ2 ’22Q3 ’22: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202233.5K$5M+1.49%
Q2 202211.3K$6M+1.47%
Q1 202211.8K$7M+1.78%
Q4 202118.1K$10M+2.39%
Q3 202119.0K$9M+2.30%
Q2 202118.8K$7M+1.82%
Q1 202116.4K$5M+1.60%
Q4 202019.9K$7M+2.36%
Q3 202019.8K$5M+1.90%
Q2 202018.7K$4M+1.90%
Q1 202017.1K$3M+1.52%
Q4 20191.1K$246,000+0.11%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Surevest, LLC’s full portfolio or all institutional holders of PANW.