Peak Financial Advisors’s Cisco CSCO Stock Holding History

Peak Financial Advisors’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 Q1	–	Sell	-48,626	Closed	-$2.46M	–	73
2023 Q4	$2.46M	Buy	+48,626	New	+$2.48M	1.64%	27

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Peak Financial Advisors's CSCO Position: Q1 2024 in Review

Peak Financial Advisors sold out of Cisco (CSCO) in Q1 2024, closing a stake of 48,626 shares — an estimated $2.46M sold.

Peak Financial Advisors first reported a position in CSCO in Q4 2023 and held it in 1 quarter. The position peaked at $2.46M in Q4 2023. 3,112 funds tracked by Wall St. Rank hold CSCO as of Q1 2024.

Peak Financial Advisors reported no remaining Cisco position as of Q1 2024 after selling out during the quarter.
Peak Financial Advisors sold 48,626 Cisco shares in Q1 2024, an estimated $2.46M.
Peak Financial Advisors first reported a position in Cisco in Q4 2023 and held it in 1 quarter.
Peak Financial Advisors's Cisco position peaked at $2.46M in Q4 2023.
3,112 funds tracked by Wall St. Rank held Cisco as of Q1 2024.

Based on Peak Financial Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.