APWM
CSCO icon

Atlas Private Wealth Management’s Cisco CSCO Stock Holding History

Atlas Private 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
2024
Q1 		$581K Sell
11,648
-975
-8% -$48.6K 0.24% 90
2023
Q4 		$638K Hold
12,623
– – 0.3% 85
2023
Q3 		$679K Sell
12,623
-377
-3% -$20.3K 0.36% 81
2023
Q2 		$673K Buy
13,000
+3,541
+37% +$174K 0.35% 83
2023
Q1 		$494K Buy
9,459
+400
+4% +$19.5K 0.3% 87
2022
Q4 		$432K Buy
9,059
+20
+0.2% +$910 0.2% 89
2022
Q3 		$362K Sell
9,039
-8,949
-50% -$397K 0.26% 90
2022
Q2 		$767K Buy
17,988
+20
+0.1% +$957 0.52% 63
2022
Q1 		$1M Sell
17,968
-200
-1% -$11.3K 0.58% 56
2021
Q4 		$1.15M Sell
18,168
-500
-3% -$28.6K 0.64% 51
2021
Q3 		$1.02M Hold
18,668
– – 0.62% 52
2021
Q2 		$989K Sell
18,668
-496
-3% -$26.1K 0.61% 53
2021
Q1 		$991K Buy
19,164
+7,400
+63% +$347K 0.63% 47
2020
Q4 		$526K Sell
11,764
-1,700
-13% -$69.9K 0.37% 67
2020
Q3 		$530K Sell
13,464
-168
-1% -$7.32K 0.42% 66
2020
Q2 		$636K Sell
13,632
-1,137
-8% -$49.9K 0.51% 55
2020
Q1 		$581K Buy
14,769
+911
+7% +$40K 0.54% 53
2019
Q4 		$665K Buy
+13,858
New +$644K 0.51% 57

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Atlas Private Wealth Management's CSCO Position: Q1 2024 in Review

Atlas Private Wealth Management reduced its Cisco (CSCO) stake by 7.7% in Q1 2024, selling an estimated $48.6K and leaving 11,648 shares worth $581K. The position accounts for 0.24% of the portfolio, ranked #90.

Atlas Private Wealth Management first reported a position in CSCO in Q4 2019 and has held it in 18 quarters since. The position peaked at $1.15M in Q4 2021. 3,112 funds tracked by Wall St. Rank hold CSCO as of Q1 2024.

  • Atlas Private Wealth Management held 11,648 shares of Cisco worth $581K as of Q1 2024.
  • Atlas Private Wealth Management sold 975 Cisco shares in Q1 2024, an estimated $48.6K.
  • Cisco made up 0.24% of Atlas Private Wealth Management's portfolio in Q1 2024, its #90 holding.
  • Atlas Private Wealth Management first reported a position in Cisco in Q4 2019 and has held it in 18 quarters since.
  • Atlas Private Wealth Management's Cisco position peaked at $1.15M in Q4 2021.
  • 3,112 funds tracked by Wall St. Rank held Cisco as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.