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

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	–	391
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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital Advisory Group Advisory Services's PANW Position: Q2 2022 in Review

Capital Advisory Group Advisory Services sold out of Palo Alto Networks (PANW) in Q2 2022, closing a stake of 282 shares — an estimated $29K sold.

Capital Advisory Group Advisory Services first reported a position in PANW in Q1 2018 and held it in 15 quarters. The position peaked at $29K in Q1 2022. 1,328 funds tracked by Wall St. Rank hold PANW as of Q2 2022.

Capital Advisory Group Advisory Services reported no remaining Palo Alto Networks position as of Q2 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 282 Palo Alto Networks shares in Q2 2022, an estimated $29K.
Capital Advisory Group Advisory Services first reported a position in Palo Alto Networks in Q1 2018 and held it in 15 quarters.
Capital Advisory Group Advisory Services's Palo Alto Networks position peaked at $29K in Q1 2022.
1,328 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.