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Planning Capital Management Corporation’s Cisco CSCO Stock Holding History

Planning Capital Management Corporation’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 		$147K Buy
2,763
+1,262
+84% +$61.4K 0.1% 102
2024
Q2 		$71.3K Sell
1,501
-3,265
-69% -$155K 0.05% 165
2024
Q1 		$238K Sell
4,766
-2,799
-37% -$140K 0.17% 73
2023
Q4 		$382K Buy
+7,565
New +$387K 0.3% 53

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

Planning Capital Management Corporation's CSCO Position: Q3 2024 in Review

Planning Capital Management Corporation increased its Cisco (CSCO) stake by 84% in Q3 2024, buying an estimated $61.4K and bringing the position to 2,763 shares worth $147K. The position accounts for 0.1% of the portfolio, ranked #102.

Planning Capital Management Corporation first reported a position in CSCO in Q4 2023 and has held it in 4 quarters since. The position peaked at $382K in Q4 2023. 3,067 funds tracked by Wall St. Rank hold CSCO as of Q3 2024.

  • Planning Capital Management Corporation held 2,763 shares of Cisco worth $147K as of Q3 2024.
  • Planning Capital Management Corporation bought 1,262 Cisco shares in Q3 2024, an estimated $61.4K.
  • Cisco made up 0.1% of Planning Capital Management Corporation's portfolio in Q3 2024, its #102 holding.
  • Planning Capital Management Corporation first reported a position in Cisco in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's Cisco position peaked at $382K in Q4 2023.
  • 3,067 funds tracked by Wall St. Rank held Cisco as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.