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B. Riley Wealth Management’s Cisco CSCO Stock Holding History

B. Riley 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
2022
Q2 		$3.18M Buy
60,181
+4,849
+9% +$232K 0.33% 64
2022
Q1 		$3.08M Sell
55,332
-9,562
-15% -$541K 0.24% 95
2021
Q4 		$4.11M Buy
64,894
+887
+1% +$50.7K 0.28% 84
2021
Q3 		$3.48M Sell
64,007
-36
-0.1% -$2.02K 0.27% 87
2021
Q2 		$3.39M Sell
64,043
-18,937
-23% -$996K 0.38% 66
2021
Q1 		$4.29M Buy
82,980
+6,710
+9% +$315K 0.5% 51
2020
Q4 		$3.41M Sell
76,270
-22,964
-23% -$944K 0.44% 57
2020
Q3 		$3.91M Buy
99,234
+25,728
+35% +$1.12M 0.46% 57
2020
Q2 		$3.43M Sell
73,506
-32,721
-31% -$1.43M 0.38% 64
2020
Q1 		$4.18M Buy
106,227
+61,223
+136% +$2.69M 0.44% 63
2019
Q4 		$2.16M Buy
45,004
+22,084
+96% +$1.03M 0.32% 72
2019
Q3 		$1.13M Sell
22,920
-3,593
-14% -$187K 0.2% 116
2019
Q2 		$1.45M Sell
26,513
-5,447
-17% -$301K 0.22% 89
2019
Q1 		$1.73M Sell
31,960
-147
-0.5% -$7.14K 0.3% 76
2018
Q4 		$1.39M Buy
32,107
+7,305
+29% +$334K 0.29% 79
2018
Q3 		$1.21M Buy
+24,802
New +$1.12M 0.3% 82
2016
Q1 		$219K Sell
7,695
-316
-4% -$8.13K 0.33% 105
2015
Q4 		$217K Sell
8,011
-99
-1% -$2.73K 0.28% 131
2015
Q3 		$212K Sell
8,110
-95
-1% -$2.56K 0.3% 136
2015
Q2 		$225K Sell
8,205
-1,575
-16% -$45.2K 0.18% 164
2015
Q1 		$269K Sell
9,780
-1,545
-14% -$43.5K 0.2% 142
2014
Q4 		$314K Sell
11,325
-1,429
-11% -$36.9K 0.26% 103
2014
Q3 		$321K Sell
12,754
-65
-0.5% -$1.64K 0.24% 120
2014
Q2 		$318K Sell
12,819
-13,050
-50% -$311K 0.21% 134
2014
Q1 		$580K Buy
+25,869
New +$572K 0.43% 39

Other funds holding CSCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

B. Riley Wealth Management's CSCO Position: Q2 2022 in Review

B. Riley Wealth Management increased its Cisco (CSCO) stake by 8.8% in Q2 2022, buying an estimated $232K and bringing the position to 60,181 shares worth $3.18M. The position accounts for 0.33% of the portfolio, ranked #64.

B. Riley Wealth Management first reported a position in CSCO in Q1 2014 and has held it in 25 quarters since. The position peaked at $4.29M in Q1 2021. 2,841 funds tracked by Wall St. Rank hold CSCO as of Q2 2022.

  • B. Riley Wealth Management held 60,181 shares of Cisco worth $3.18M as of Q2 2022.
  • B. Riley Wealth Management bought 4,849 Cisco shares in Q2 2022, an estimated $232K.
  • Cisco made up 0.33% of B. Riley Wealth Management's portfolio in Q2 2022, its #64 holding.
  • B. Riley Wealth Management first reported a position in Cisco in Q1 2014 and has held it in 25 quarters since.
  • B. Riley Wealth Management's Cisco position peaked at $4.29M in Q1 2021.
  • 2,841 funds tracked by Wall St. Rank held Cisco as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.