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Pinnacle Wealth Management Group’s Cisco CSCO Stock Holding History

Pinnacle Wealth Management 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
2023
Q1 		– Sell
-7,860
Closed -$374K – 101
2022
Q4 		$374K Sell
7,860
-500
-6% -$22.8K 0.33% 65
2022
Q3 		$334K Sell
8,360
-500
-6% -$22.2K 0.29% 72
2022
Q2 		$378K Sell
8,860
-600
-6% -$28.7K 0.32% 74
2022
Q1 		$527K Hold
9,460
– – 0.4% 58
2021
Q4 		$599K Sell
9,460
-100
-1% -$5.71K 0.44% 54
2021
Q3 		$520K Buy
+9,560
New +$536K 0.39% 65

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pinnacle Wealth Management Group's CSCO Position: Q1 2023 in Review

Pinnacle Wealth Management Group sold out of Cisco (CSCO) in Q1 2023, closing a stake of 7,860 shares — an estimated $374K sold.

Pinnacle Wealth Management Group first reported a position in CSCO in Q3 2021 and held it in 6 quarters. The position peaked at $599K in Q4 2021. 3,011 funds tracked by Wall St. Rank hold CSCO as of Q1 2023.

  • Pinnacle Wealth Management Group reported no remaining Cisco position as of Q1 2023 after selling out during the quarter.
  • Pinnacle Wealth Management Group sold 7,860 Cisco shares in Q1 2023, an estimated $374K.
  • Pinnacle Wealth Management Group first reported a position in Cisco in Q3 2021 and held it in 6 quarters.
  • Pinnacle Wealth Management Group's Cisco position peaked at $599K in Q4 2021.
  • 3,011 funds tracked by Wall St. Rank held Cisco as of Q1 2023.

Based on Pinnacle Wealth Management Group's 13F filing for Q1 2023, filed 26 Apr 2023.