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Bell & Brown Wealth Advisors’s Cisco CSCO Stock Holding History

Bell & Brown 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
2020
Q3 		– Sell
-23,214
Closed -$1.1M – 70
2020
Q2 		$1.1M Sell
23,214
-244
-1% -$10.7K 0.86% 41
2020
Q1 		$1M Sell
23,458
-776
-3% -$34K 0.93% 39
2019
Q4 		$1.16M Buy
24,234
+806
+3% +$37.5K 0.87% 48
2019
Q3 		$1.12M Buy
23,428
+205
+0.9% +$10.7K 0.92% 47
2019
Q2 		$1.27M Buy
23,223
+63
+0.3% +$3.48K 1.12% 39
2019
Q1 		$1.25M Buy
23,160
+147
+0.6% +$7.14K 1.14% 35
2018
Q4 		$997K Buy
23,013
+221
+1% +$10.1K 1.07% 40
2018
Q3 		$1.04M Buy
22,792
+348
+2% +$15.7K 0.97% 43
2018
Q2 		$966K Buy
22,444
+259
+1% +$11.3K 0.95% 43
2018
Q1 		$979K Sell
22,185
-180
-0.8% -$7.63K 1.03% 42
2017
Q4 		$857K Buy
+22,365
New +$799K 0.89% 49

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Bell & Brown Wealth Advisors's CSCO Position: Q3 2020 in Review

Bell & Brown Wealth Advisors sold out of Cisco (CSCO) in Q3 2020, closing a stake of 23,214 shares — an estimated $1.1M sold.

Bell & Brown Wealth Advisors first reported a position in CSCO in Q4 2017 and held it in 11 quarters. The position peaked at $1.27M in Q2 2019. 2,436 funds tracked by Wall St. Rank hold CSCO as of Q3 2020.

  • Bell & Brown Wealth Advisors reported no remaining Cisco position as of Q3 2020 after selling out during the quarter.
  • Bell & Brown Wealth Advisors sold 23,214 Cisco shares in Q3 2020, an estimated $1.1M.
  • Bell & Brown Wealth Advisors first reported a position in Cisco in Q4 2017 and held it in 11 quarters.
  • Bell & Brown Wealth Advisors's Cisco position peaked at $1.27M in Q2 2019.
  • 2,436 funds tracked by Wall St. Rank held Cisco as of Q3 2020.

Based on Bell & Brown Wealth Advisors's 13F filing for Q3 2020, filed 23 Oct 2020.