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BDO Wealth Advisors’s Cisco CSCO Stock Holding History

BDO Wealth Advisors’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
Q2 		$4.86M Buy
93,971
+1,963
+2% +$96.6K 0.56% 33
2023
Q1 		$4.81M Sell
92,008
-5,119
-5% -$250K 0.59% 30
2022
Q4 		$4.63M Buy
97,127
+4,233
+5% +$193K 0.58% 33
2022
Q3 		$3.72M Buy
92,894
+2,618
+3% +$116K 0.49% 36
2022
Q2 		$3.85M Buy
90,276
+2,069
+2% +$99K 0.47% 37
2022
Q1 		$4.92M Buy
88,207
+6,009
+7% +$340K 0.53% 36
2021
Q4 		$5.21M Buy
82,198
+1,022
+1% +$58.4K 0.55% 36
2021
Q3 		$4.42M Buy
81,176
+2,940
+4% +$165K 0.49% 39
2021
Q2 		$4.15M Sell
78,236
-23
-0% -$1.21K 0.46% 41
2021
Q1 		$4.05M Buy
78,259
+13,348
+21% +$627K 0.48% 39
2020
Q4 		$2.9M Buy
64,911
+1,674
+3% +$68.8K 0.41% 42
2020
Q3 		$2.49M Buy
63,237
+1,787
+3% +$77.9K 0.41% 46
2020
Q2 		$2.87M Sell
61,450
-3,265
-5% -$143K 0.5% 36
2020
Q1 		$2.54M Buy
64,715
+10,433
+19% +$458K 0.51% 39
2019
Q4 		$2.6M Sell
54,282
-4,583
-8% -$213K 0.67% 33
2019
Q3 		$2.91M Buy
58,865
+1,593
+3% +$82.8K 0.74% 29
2019
Q2 		$3.13M Sell
57,272
-343
-0.6% -$18.9K 0.85% 26
2019
Q1 		$3.11M Buy
57,615
+1,833
+3% +$89.1K 0.9% 26
2018
Q4 		$2.42M Sell
55,782
-87
-0.2% -$3.98K 0.83% 27
2018
Q3 		$2.72M Buy
55,869
+306
+0.6% +$13.8K 0.88% 24
2018
Q2 		$2.39M Buy
55,563
+3,621
+7% +$158K 0.81% 24
2018
Q1 		$2.23M Buy
51,942
+2,221
+4% +$94.2K 0.84% 23
2017
Q4 		$1.9M Buy
49,721
+671
+1% +$24K 0.85% 18
2017
Q3 		$1.65M Buy
49,050
+471
+1% +$15K 0.82% 17
2017
Q2 		$1.52M Buy
+48,579
New +$1.58M 0.66% 23

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BDO Wealth Advisors's CSCO Position: Q2 2023 in Review

BDO Wealth Advisors increased its Cisco (CSCO) stake by 2.1% in Q2 2023, buying an estimated $96.6K and bringing the position to 93,971 shares worth $4.86M. The position accounts for 0.56% of the portfolio, ranked #33.

BDO Wealth Advisors first reported a position in CSCO in Q2 2017 and has held it in 25 quarters since. The position peaked at $5.21M in Q4 2021. 3,014 funds tracked by Wall St. Rank hold CSCO as of Q2 2023.

  • BDO Wealth Advisors held 93,971 shares of Cisco worth $4.86M as of Q2 2023.
  • BDO Wealth Advisors bought 1,963 Cisco shares in Q2 2023, an estimated $96.6K.
  • Cisco made up 0.56% of BDO Wealth Advisors's portfolio in Q2 2023, its #33 holding.
  • BDO Wealth Advisors first reported a position in Cisco in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's Cisco position peaked at $5.21M in Q4 2021.
  • 3,014 funds tracked by Wall St. Rank held Cisco as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.