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Avitas Wealth Management’s Cisco CSCO Stock Holding History

Avitas 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
Q4 		$2.2M Buy
37,219
+256
+0.7% +$14.6K 0.3% 85
2024
Q3 		$1.97M Buy
36,963
+518
+1% +$25.2K 0.28% 96
2024
Q2 		$1.73M Buy
36,445
+45
+0.1% +$2.14K 0.25% 98
2024
Q1 		$1.82M Sell
36,400
-13,827
-28% -$690K 0.28% 93
2023
Q4 		$2.54M Buy
50,227
+1,664
+3% +$85K 0.42% 65
2023
Q3 		$2.61M Sell
48,563
-147
-0.3% -$7.93K 0.5% 53
2023
Q2 		$2.52M Buy
48,710
+435
+0.9% +$21.4K 0.46% 61
2023
Q1 		$2.52M Buy
+48,275
New +$2.36M 0.49% 59
2020
Q1 		– Sell
-60,898
Closed -$2.92M – 138
2019
Q4 		$2.92M Buy
60,898
+315
+0.5% +$14.6K 0.75% 60
2019
Q3 		$2.99M Buy
60,583
+2,050
+4% +$107K 0.83% 55
2019
Q2 		$3.2M Sell
58,533
-80
-0.1% -$4.42K 0.89% 41
2019
Q1 		$3.17M Buy
58,613
+603
+1% +$29.3K 0.92% 37
2018
Q4 		$2.51M Buy
58,010
+10,823
+23% +$495K 0.83% 58
2018
Q3 		$2.3M Buy
47,187
+1,945
+4% +$87.5K 0.65% 72
2018
Q2 		$1.95M Buy
+45,242
New +$1.98M 0.61% 81

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Avitas Wealth Management's CSCO Position: Q4 2024 in Review

Avitas Wealth Management increased its Cisco (CSCO) stake by 0.69% in Q4 2024, buying an estimated $14.6K and bringing the position to 37,219 shares worth $2.2M. The position accounts for 0.3% of the portfolio, ranked #85.

Avitas Wealth Management first reported a position in CSCO in Q2 2018 and has held it in 15 quarters since. The position peaked at $3.2M in Q2 2019. 3,359 funds tracked by Wall St. Rank hold CSCO as of Q4 2024.

  • Avitas Wealth Management held 37,219 shares of Cisco worth $2.2M as of Q4 2024.
  • Avitas Wealth Management bought 256 Cisco shares in Q4 2024, an estimated $14.6K.
  • Cisco made up 0.3% of Avitas Wealth Management's portfolio in Q4 2024, its #85 holding.
  • Avitas Wealth Management first reported a position in Cisco in Q2 2018 and has held it in 15 quarters since.
  • Avitas Wealth Management's Cisco position peaked at $3.2M in Q2 2019.
  • 3,359 funds tracked by Wall St. Rank held Cisco as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.