Number of Shares
92,452.00
Current Holdings Value*
$13.63 Mil
% of Portfolio
2.66%
Total Estimate Gain
$13.55 Mil
% of Total Estimate Gain
186.92%

1919 Socially Responsive Balanced Fund's Palo Alto Networks Inc Holding Summary

As of 2023-12-31, Trust for Advised Portfolios held 92,452.00 shares of Palo Alto Networks Inc(PANW), totaling $13.63 Mil. This investment constitutes 2.66% of their stock portfolio, and Trust for Advised Portfolios now holds 0.01% of the outstanding Palo Alto Networks Inc(PANW) stock.

The initial trade took place in 2021Q2. And since then 1919 Socially Responsive Balanced Fund has made 4 purchases of PANW, at an average price of $62.40, for a total of 116,148.00 shares. In addition, there have been 5 sales at an average price of $98.71 for 23,696.00 shares. Based on historical transaction data and PANW's current price of $199.63, 1919 Socially Responsive Balanced Fund's estimated gain on his PANW holdings is $13.55 Mil, reflecting a 186.92% gain to date.

1919 Socially Responsive Balanced Fund PANW ($199.63) Holding Chart

1919 Socially Responsive Balanced Fund PANW ($199.63) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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