Jupiter Wealth Management’s Cisco CSCO Stock Holding History

Jupiter Wealth Management’s Portfolio CSCO Stock Details CSCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-7,500	Closed	-$363K	–	95
2024 Q2	$363K	Buy	7,500 +2,500	+50%	+$119K	0.19%	68
2024 Q1	$240K	Buy	+5,000	New	+$249K	0.13%	81
2022 Q2	–	Sell	-22,200	Closed	-$1.24M	–	69
2022 Q1	$1.24M	Buy	22,200 +2,000	+10%	+$113K	0.77%	33
2021 Q4	$1.28M	Sell	20,200 -5,000	-20%	-$286K	0.66%	36
2021 Q3	$1.46M	Buy	25,200 +5,000	+25%	+$281K	0.69%	40
2021 Q2	$1.12M	Buy	20,200 +10,000	+98%	+$526K	0.54%	45
2021 Q1	$524K	Hold	10,200	–	–	0.26%	60
2020 Q4	$456K	Hold	10,200	–	–	0.28%	52
2020 Q3	$402K	Sell	10,200 -2,500	-20%	-$109K	0.28%	48
2020 Q2	$597K	Hold	12,700	–	–	0.3%	45
2020 Q1	$520K	Sell	12,700 -4,000	-24%	-$175K	0.3%	43
2019 Q4	$798K	Buy	16,700 +4,000	+31%	+$186K	0.39%	42
2019 Q3	$628K	Hold	12,700	–	–	0.34%	45
2019 Q2	$727K	Hold	12,700	–	–	0.36%	41
2019 Q1	$716K	Buy	+12,700	New	+$617K	0.34%	40

Other funds holding CSCO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Jupiter Wealth Management's CSCO Position: Q3 2024 in Review

Jupiter Wealth Management sold out of Cisco (CSCO) in Q3 2024, closing a stake of 7,500 shares — an estimated $363K sold.

Jupiter Wealth Management first reported a position in CSCO in Q1 2019 and held it in 15 quarters. The position peaked at $1.46M in Q3 2021. 3,066 funds tracked by Wall St. Rank hold CSCO as of Q3 2024.

Jupiter Wealth Management reported no remaining Cisco position as of Q3 2024 after selling out during the quarter.
Jupiter Wealth Management sold 7,500 Cisco shares in Q3 2024, an estimated $363K.
Jupiter Wealth Management first reported a position in Cisco in Q1 2019 and held it in 15 quarters.
Jupiter Wealth Management's Cisco position peaked at $1.46M in Q3 2021.
3,066 funds tracked by Wall St. Rank held Cisco as of Q3 2024.

Based on Jupiter Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.