Beaumont Asset Management’s Cisco CSCO Stock Holding History

Beaumont Asset 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
2023 Q2	–	Sell	-11,735	Closed	-$613K	–	69
2023 Q1	$613K	Buy	+11,735	New	+$573K	0.45%	44
2020 Q3	–	Sell	-10,120	Closed	-$471K	–	62
2020 Q2	$471K	Buy	10,120 +4,504	+80%	+$198K	0.49%	34
2020 Q1	$220K	Sell	5,616 -436	-7%	-$19.1K	0.26%	41
2019 Q4	$290K	Buy	+6,052	New	+$281K	0.28%	46

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Beaumont Asset Management's CSCO Position: Q2 2023 in Review

Beaumont Asset Management sold out of Cisco (CSCO) in Q2 2023, closing a stake of 11,735 shares — an estimated $613K sold.

Beaumont Asset Management first reported a position in CSCO in Q4 2019 and held it in 4 quarters. The position peaked at $613K in Q1 2023. 3,014 funds tracked by Wall St. Rank hold CSCO as of Q2 2023.

Beaumont Asset Management reported no remaining Cisco position as of Q2 2023 after selling out during the quarter.
Beaumont Asset Management sold 11,735 Cisco shares in Q2 2023, an estimated $613K.
Beaumont Asset Management first reported a position in Cisco in Q4 2019 and held it in 4 quarters.
Beaumont Asset Management's Cisco position peaked at $613K in Q1 2023.
3,014 funds tracked by Wall St. Rank held Cisco as of Q2 2023.

Based on Beaumont Asset Management's 13F filing for Q2 2023, filed 2 Aug 2023.