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Beacon Pointe Wealth Advisors’s Cisco CSCO Stock Holding History

Beacon Pointe 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
2019
Q4 		$1.43M Buy
29,705
+4,558
+18% +$212K 0.26% 84
2019
Q3 		$1.24M Sell
25,147
-11,130
-31% -$578K 0.26% 81
2019
Q2 		$1.99M Buy
36,277
+3,793
+12% +$209K 0.42% 49
2019
Q1 		$1.76M Sell
32,484
-5,299
-14% -$257K 0.4% 51
2018
Q4 		$1.64M Buy
+37,783
New +$1.73M 0.59% 39

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Beacon Pointe Wealth Advisors's CSCO Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors increased its Cisco (CSCO) stake by 18% in Q4 2019, buying an estimated $212K and bringing the position to 29,705 shares worth $1.43M. The position accounts for 0.26% of the portfolio, ranked #84.

Beacon Pointe Wealth Advisors first reported a position in CSCO in Q4 2018 and has held it in 5 quarters since. The position peaked at $1.99M in Q2 2019. 2,544 funds tracked by Wall St. Rank hold CSCO as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 29,705 shares of Cisco worth $1.43M as of Q4 2019.
  • Beacon Pointe Wealth Advisors bought 4,558 Cisco shares in Q4 2019, an estimated $212K.
  • Cisco made up 0.26% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #84 holding.
  • Beacon Pointe Wealth Advisors first reported a position in Cisco in Q4 2018 and has held it in 5 quarters since.
  • Beacon Pointe Wealth Advisors's Cisco position peaked at $1.99M in Q2 2019.
  • 2,544 funds tracked by Wall St. Rank held Cisco as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.