Barber Financial Group’s Cisco CSCO Stock Holding History

Barber Financial Group’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
2023 Q1	$208K	Buy	+3,974	New	+$194K	0.04%	137
2022 Q2	–	Sell	-3,603	Closed	-$201K	–	150
2022 Q1	$201K	Sell	3,603 -178	-5%	-$10.1K	0.03%	148
2021 Q4	$240K	Sell	3,781 -484	-11%	-$27.7K	0.03%	145
2021 Q3	$232K	Buy	+4,265	New	+$239K	0.03%	147
2020 Q1	–	Sell	-4,771	Closed	-$229K	–	118
2019 Q4	$229K	Buy	4,771 +102	+2%	+$4.74K	0.05%	134
2019 Q3	$231K	Sell	4,669 -169	-3%	-$8.78K	0.05%	123
2019 Q2	$265K	Sell	4,838 -58	-1%	-$3.2K	0.06%	116
2019 Q1	$264K	Sell	4,896 -105	-2%	-$5.1K	0.05%	109
2018 Q4	$217K	Sell	5,001 -333	-6%	-$15.2K	0.05%	117
2018 Q3	$259K	Buy	5,334 +420	+9%	+$18.9K	0.06%	112
2018 Q2	$211K	Buy	4,914 +109	+2%	+$4.76K	0.06%	110
2018 Q1	$206K	Buy	+4,805	New	+$204K	0.05%	120

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Barber Financial Group's CSCO Position: Q1 2023 in Review

Barber Financial Group opened a new position in Cisco (CSCO) in Q1 2023: 3,974 shares worth $208K. The stake represents 0.04% of the portfolio and ranks #137 among its holdings. This is a return to the name: Barber Financial Group previously reported a position in CSCO as recently as Q1 2022.

Barber Financial Group first reported a position in CSCO in Q1 2018 and has held it in 12 quarters since. The position peaked at $265K in Q2 2019. 3,011 funds tracked by Wall St. Rank hold CSCO as of Q1 2023.

Barber Financial Group held 3,974 shares of Cisco worth $208K as of Q1 2023.
Cisco was a new Barber Financial Group position in Q1 2023.
Cisco made up 0.04% of Barber Financial Group's portfolio in Q1 2023, its #137 holding.
Barber Financial Group first reported a position in Cisco in Q1 2018 and has held it in 12 quarters since.
Barber Financial Group's Cisco position peaked at $265K in Q2 2019.
3,011 funds tracked by Wall St. Rank held Cisco as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.