Alta Wealth Advisors’s Cisco CSCO Stock Holding History

Alta 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 Q2	–	Sell	-7,769	Closed	-$388K	–	123
2024 Q1	$388K	Sell	7,769 -60	-0.8%	-$2.99K	0.2%	94
2023 Q4	$396K	Buy	+7,829	New	+$400K	0.22%	87

Other funds holding CSCO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Alta Wealth Advisors's CSCO Position: Q2 2024 in Review

Alta Wealth Advisors sold out of Cisco (CSCO) in Q2 2024, closing a stake of 7,769 shares — an estimated $388K sold.

Alta Wealth Advisors first reported a position in CSCO in Q4 2023 and held it in 2 quarters. The position peaked at $396K in Q4 2023. 3,055 funds tracked by Wall St. Rank hold CSCO as of Q2 2024.

Alta Wealth Advisors reported no remaining Cisco position as of Q2 2024 after selling out during the quarter.
Alta Wealth Advisors sold 7,769 Cisco shares in Q2 2024, an estimated $388K.
Alta Wealth Advisors first reported a position in Cisco in Q4 2023 and held it in 2 quarters.
Alta Wealth Advisors's Cisco position peaked at $396K in Q4 2023.
3,055 funds tracked by Wall St. Rank held Cisco as of Q2 2024.

Based on Alta Wealth Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.