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Pinnacle Wealth Management’s Cisco CSCO Stock Holding History

Pinnacle 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
2022
Q4 		$1.8M Sell
37,814
-2,076
-5% -$94.5K 2.17% 9
2022
Q3 		$1.6M Buy
39,890
+898
+2% +$39.8K 1.94% 27
2022
Q2 		$1.66M Buy
38,992
+1,762
+5% +$84.3K 2.34% 25
2022
Q1 		$2.08M Buy
37,230
+6,635
+22% +$375K 2.43% 18
2021
Q4 		$1.94M Buy
+30,595
New +$1.75M 1.66% 35

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Pinnacle Wealth Management's CSCO Position: Q4 2022 in Review

Pinnacle Wealth Management reduced its Cisco (CSCO) stake by 5.2% in Q4 2022, selling an estimated $94.5K and leaving 37,814 shares worth $1.8M. The position accounts for 2.17% of the portfolio, ranked #9.

Pinnacle Wealth Management first reported a position in CSCO in Q4 2021 and has held it in 5 quarters since. The position peaked at $2.08M in Q1 2022. 2,978 funds tracked by Wall St. Rank hold CSCO as of Q4 2022.

  • Pinnacle Wealth Management held 37,814 shares of Cisco worth $1.8M as of Q4 2022.
  • Pinnacle Wealth Management sold 2,076 Cisco shares in Q4 2022, an estimated $94.5K.
  • Cisco made up 2.17% of Pinnacle Wealth Management's portfolio in Q4 2022, its #9 holding.
  • Pinnacle Wealth Management first reported a position in Cisco in Q4 2021 and has held it in 5 quarters since.
  • Pinnacle Wealth Management's Cisco position peaked at $2.08M in Q1 2022.
  • 2,978 funds tracked by Wall St. Rank held Cisco as of Q4 2022.

Based on Pinnacle Wealth Management's 13F filing for Q4 2022, filed 30 Jan 2023.