Private Capital Group’s Palo Alto Networks PANW Stock Holding History

Private Capital Group’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	$37K	Sell	450 -252	-36%	-$22.3K	0.03%	591
2022 Q1	$73K	Sell	702 -36	-5%	-$3.22K	0.02%	509
2021 Q4	$69K	Sell	738 -54	-7%	-$4.67K	0.01%	555
2021 Q3	$63K	Hold	792	–	–	0.01%	573
2021 Q2	$49K	Sell	792 -6	-0.8%	-$355	0.01%	689
2021 Q1	$43K	Sell	798 -24	-3%	-$1.43K	0.01%	719
2020 Q4	$49K	Sell	822 -66	-7%	-$3.08K	0.01%	799
2020 Q3	$36K	Buy	888 +12	+1%	+$499	0.01%	865
2020 Q2	$34K	Buy	876 +30	+4%	+$1.06K	0.01%	890
2020 Q1	$23K	Sell	846 -1,044	-55%	-$36.4K	0.01%	966
2019 Q4	$72K	Sell	1,890 -150	-7%	-$5.67K	0.02%	570
2019 Q3	$69K	Sell	2,040 -1,548	-43%	-$54.8K	0.01%	633
2019 Q2	$123K	Buy	3,588 +1,038	+41%	+$38.8K	0.03%	327
2019 Q1	$103K	Sell	2,550 -462	-15%	-$17.1K	0.02%	461
2018 Q4	$95K	Sell	3,012 -42	-1%	-$1.31K	0.02%	405
2018 Q3	$114K	Sell	3,054 -534	-15%	-$19.4K	0.02%	384
2018 Q2	$122K	Sell	3,588 -336	-9%	-$11.2K	0.03%	355
2018 Q1	$119K	Buy	3,924 +48	+1%	+$1.33K	0.03%	352
2017 Q4	$94	Buy	+3,876	New	+$94.3K	0.02%	439

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

Private Capital Group's PANW Position: Q2 2022 in Review

Private Capital Group reduced its Palo Alto Networks (PANW) stake by 36% in Q2 2022, selling an estimated $22.3K and leaving 450 shares worth $37K. The position accounts for 0.03% of the portfolio, ranked #591.

Private Capital Group first reported a position in PANW in Q4 2017 and has held it in 19 quarters since. The position peaked at $123K in Q2 2019. 1,329 funds tracked by Wall St. Rank hold PANW as of Q2 2022.

Private Capital Group held 450 shares of Palo Alto Networks worth $37K as of Q2 2022.
Private Capital Group sold 252 Palo Alto Networks shares in Q2 2022, an estimated $22.3K.
Palo Alto Networks made up 0.03% of Private Capital Group's portfolio in Q2 2022, its #591 holding.
Private Capital Group first reported a position in Palo Alto Networks in Q4 2017 and has held it in 19 quarters since.
Private Capital Group's Palo Alto Networks position peaked at $123K in Q2 2019.
1,329 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.