Platte River Wealth Advisors’s Cisco CSCO Stock Holding History

Platte River Wealth Advisors’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	$885K	Sell	16,631 -1,658	-9%	-$80.6K	0.24%	51
2024 Q2	$869K	Sell	18,289 -1,737	-9%	-$82.5K	0.24%	51
2024 Q1	$999K	Sell	20,026 -3,464	-15%	-$173K	0.28%	48
2023 Q4	$1.19M	Buy	23,490 +3,664	+18%	+$187K	0.39%	48
2023 Q3	$1.07M	Buy	19,826 +173	+0.9%	+$9.33K	0.39%	44
2023 Q2	$1.02M	Hold	19,653	–	–	0.36%	47
2023 Q1	$1.03M	Hold	19,653	–	–	0.39%	45
2022 Q4	$936K	Hold	19,653	–	–	0.4%	45
2022 Q3	$786K	Hold	19,653	–	–	0.35%	50
2022 Q2	$838K	Hold	19,653	–	–	0.36%	49
2022 Q1	$1.1M	Hold	19,653	–	–	0.4%	46
2021 Q4	$1.23M	Hold	19,653	–	–	0.42%	43
2021 Q3	$1.07M	Buy	19,653 +473	+2%	+$26.5K	0.4%	44
2021 Q2	$1.02M	Hold	19,180	–	–	0.39%	45
2021 Q1	$996K	Hold	19,180	–	–	0.41%	45
2020 Q4	$865K	Sell	19,180 -6,121	-24%	-$252K	0.37%	48
2020 Q3	$997K	Sell	25,301 -1,255	-5%	-$54.7K	0.51%	43
2020 Q2	$1.23M	Buy	+26,556	New	+$1.16M	0.68%	35
2019 Q4	$1.31M	Buy	+28,592	New	+$1.33M	0.69%	36

Other funds holding CSCO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Platte River Wealth Advisors's CSCO Position: Q3 2024 in Review

Platte River Wealth Advisors reduced its Cisco (CSCO) stake by 9.1% in Q3 2024, selling an estimated $80.6K and leaving 16,631 shares worth $885K. The position accounts for 0.24% of the portfolio, ranked #51.

Platte River Wealth Advisors first reported a position in CSCO in Q4 2019 and has held it in 19 quarters since. The position peaked at $1.31M in Q4 2019. 3,067 funds tracked by Wall St. Rank hold CSCO as of Q3 2024.

Platte River Wealth Advisors held 16,631 shares of Cisco worth $885K as of Q3 2024.
Platte River Wealth Advisors sold 1,658 Cisco shares in Q3 2024, an estimated $80.6K.
Cisco made up 0.24% of Platte River Wealth Advisors's portfolio in Q3 2024, its #51 holding.
Platte River Wealth Advisors first reported a position in Cisco in Q4 2019 and has held it in 19 quarters since.
Platte River Wealth Advisors's Cisco position peaked at $1.31M in Q4 2019.
3,067 funds tracked by Wall St. Rank held Cisco as of Q3 2024.

Based on Platte River Wealth Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.