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Peterson Financial Group’s Cisco CSCO Stock Holding History

Peterson Financial Group’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 		$140K Buy
+2,623
New +$128K 0.54% 44
2023
Q1 		– Sell
-18,493
Closed -$881K – 33
2022
Q4 		$881K Sell
18,493
-9,737
-34% -$443K 1.16% 35
2022
Q3 		$1.13M Buy
28,230
+988
+4% +$43.8K 1.1% 40
2022
Q2 		$1.16M Buy
27,242
+1,956
+8% +$93.6K 1.09% 41
2022
Q1 		$1.41M Sell
25,286
-396
-2% -$22.4K 1.17% 39
2021
Q4 		$1.63M Buy
+25,682
New +$1.47M 1.33% 28

Other funds holding CSCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Peterson Financial Group's CSCO Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Cisco (CSCO) in Q3 2024: 2,623 shares worth $140K. The stake represents 0.54% of the portfolio and ranks #44 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in CSCO as recently as Q4 2022.

Peterson Financial Group first reported a position in CSCO in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.63M in Q4 2021. 3,067 funds tracked by Wall St. Rank hold CSCO as of Q3 2024.

  • Peterson Financial Group held 2,623 shares of Cisco worth $140K as of Q3 2024.
  • Cisco was a new Peterson Financial Group position in Q3 2024.
  • Cisco made up 0.54% of Peterson Financial Group's portfolio in Q3 2024, its #44 holding.
  • Peterson Financial Group first reported a position in Cisco in Q4 2021 and has held it in 6 quarters since.
  • Peterson Financial Group's Cisco position peaked at $1.63M in Q4 2021.
  • 3,067 funds tracked by Wall St. Rank held Cisco as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.