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Pinnacle Private Wealth’s Cisco CSCO Stock Holding History

Pinnacle Private Wealth’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
2022
Q2 		$216K Buy
5,065
+1,025
+25% +$49.1K 0.08% 245
2022
Q1 		$225K Buy
4,040
+138
+4% +$7.81K 0.07% 266
2021
Q4 		$247K Buy
+3,902
New +$223K 0.08% 250

Other funds holding CSCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pinnacle Private Wealth's CSCO Position: Q2 2022 in Review

Pinnacle Private Wealth increased its Cisco (CSCO) stake by 25% in Q2 2022, buying an estimated $49.1K and bringing the position to 5,065 shares worth $216K. The position accounts for 0.08% of the portfolio, ranked #245.

Pinnacle Private Wealth first reported a position in CSCO in Q4 2021 and has held it in 3 quarters since. The position peaked at $247K in Q4 2021. 2,841 funds tracked by Wall St. Rank hold CSCO as of Q2 2022.

  • Pinnacle Private Wealth held 5,065 shares of Cisco worth $216K as of Q2 2022.
  • Pinnacle Private Wealth bought 1,025 Cisco shares in Q2 2022, an estimated $49.1K.
  • Cisco made up 0.08% of Pinnacle Private Wealth's portfolio in Q2 2022, its #245 holding.
  • Pinnacle Private Wealth first reported a position in Cisco in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's Cisco position peaked at $247K in Q4 2021.
  • 2,841 funds tracked by Wall St. Rank held Cisco as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.