Capital Asset Advisory Services’s Palo Alto Networks PANW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-2,298
Closed -$238K 598
2022
Q1
$238K Sell
2,298
-948
-29% -$84.8K 0.03% 360
2021
Q4
$301K Sell
3,246
-1,860
-36% -$161K 0.03% 324
2021
Q3
$408K Sell
5,106
-3,816
-43% -$268K 0.05% 295
2021
Q2
$552K Buy
8,922
+1,086
+14% +$64.3K 0.06% 242
2021
Q1
$421K Buy
7,836
+1,422
+22% +$84.5K 0.06% 282
2020
Q4
$380K Buy
+6,414
New +$300K 0.07% 244

Other funds holding PANW

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

Capital Asset Advisory Services sold out of Palo Alto Networks (PANW) in Q2 2022, closing a stake of 2,298 shares — an estimated $238K sold.

Capital Asset Advisory Services first reported a position in PANW in Q4 2020 and held it in 6 quarters. The position peaked at $552K in Q2 2021. 1,328 funds tracked by Wall St. Rank hold PANW as of Q2 2022.

  • Capital Asset Advisory Services reported no remaining Palo Alto Networks position as of Q2 2022 after selling out during the quarter.
  • Capital Asset Advisory Services sold 2,298 Palo Alto Networks shares in Q2 2022, an estimated $238K.
  • Capital Asset Advisory Services first reported a position in Palo Alto Networks in Q4 2020 and held it in 6 quarters.
  • Capital Asset Advisory Services's Palo Alto Networks position peaked at $552K in Q2 2021.
  • 1,328 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2022.

Based on Capital Asset Advisory Services's 13F filing for Q2 2022, filed 11 Aug 2022.