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Barlow Wealth Partners’s Cisco CSCO Stock Holding History

Barlow Wealth Partners’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 		– Sell
-9,329
Closed -$490K – 139
2024
Q3 		$490K Sell
9,329
-22
-0.2% -$1.07K 0.06% 89
2024
Q2 		$438K Sell
9,351
-1,939
-17% -$92.1K 0.06% 91
2024
Q1 		$547K Buy
11,290
+5
+0% +$249 0.07% 81
2023
Q4 		$570K Buy
+11,285
New +$577K 0.08% 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

Barlow Wealth Partners's CSCO Position: Q4 2024 in Review

Barlow Wealth Partners sold out of Cisco (CSCO) in Q4 2024, closing a stake of 9,329 shares — an estimated $490K sold.

Barlow Wealth Partners first reported a position in CSCO in Q4 2023 and held it in 4 quarters. The position peaked at $570K in Q4 2023. 3,359 funds tracked by Wall St. Rank hold CSCO as of Q4 2024.

  • Barlow Wealth Partners reported no remaining Cisco position as of Q4 2024 after selling out during the quarter.
  • Barlow Wealth Partners sold 9,329 Cisco shares in Q4 2024, an estimated $490K.
  • Barlow Wealth Partners first reported a position in Cisco in Q4 2023 and held it in 4 quarters.
  • Barlow Wealth Partners's Cisco position peaked at $570K in Q4 2023.
  • 3,359 funds tracked by Wall St. Rank held Cisco as of Q4 2024.

Based on Barlow Wealth Partners's 13F filing for Q4 2024, filed 17 Jan 2025.