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CAGAS
Capital Advisory Group Advisory Services’s
Palo Alto Networks
PANW
Stock Holding History
Capital Advisory Group Advisory Services’s Portfolio
PANW Stock Details
PANW Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q2
–
Sell
-282
Closed
-$29K
–
399
2022
Q1
$29K
Buy
+282
New
+$25.2K
0.01%
276
2021
Q4
–
Sell
-282
Closed
-$23K
–
392
2021
Q3
$23K
Hold
282
–
–
0.01%
318
2021
Q2
$17K
Hold
282
–
–
0.01%
350
2021
Q1
$15K
Hold
282
–
–
0.01%
345
2020
Q4
$17K
Hold
282
–
–
0.01%
322
2020
Q3
$12K
Hold
282
–
–
0.01%
303
2020
Q2
$11K
Hold
282
–
–
0.01%
297
2020
Q1
$8K
Buy
+282
New
+$9.84K
0.01%
258
2019
Q4
–
Sell
-282
Closed
-$9K
–
346
2019
Q3
$9K
Hold
282
–
–
0.01%
294
2019
Q2
$9K
Buy
282
+246
+683%
+$9.2K
0.01%
292
2019
Q1
$1K
Hold
36
–
–
﹤0.01%
402
2018
Q4
$1K
Hold
36
–
–
﹤0.01%
380
2018
Q3
$1K
Hold
36
–
–
﹤0.01%
355
2018
Q2
$1K
Hold
36
–
–
﹤0.01%
339
2018
Q1
$1K
Buy
+36
New
+$1K
﹤0.01%
328
Other funds holding PANW
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$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
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$5.7T AUM
30.48%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
ClearBridge Investments
New York
$115B AUM
24.78%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Barclays
London, United Kingdom
$280B AUM
33.63%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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