Berry Wealth Group’s Cisco CSCO Stock Holding History

Berry Wealth Group’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 Q3	–	Sell	-54,305	Closed	-$2.58M	–	98
2024 Q2	$2.58M	Buy	54,305 +746	+1%	+$35.4K	2.06%	16
2024 Q1	$2.67M	Sell	53,559 -9,875	-16%	-$493K	2.22%	16
2023 Q4	$3.2M	Buy	+63,434	New	+$3.24M	2.95%	16

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Berry Wealth Group's CSCO Position: Q3 2024 in Review

Berry Wealth Group sold out of Cisco (CSCO) in Q3 2024, closing a stake of 54,305 shares — an estimated $2.58M sold.

Berry Wealth Group first reported a position in CSCO in Q4 2023 and held it in 3 quarters. The position peaked at $3.2M in Q4 2023. 3,066 funds tracked by Wall St. Rank hold CSCO as of Q3 2024.

Berry Wealth Group reported no remaining Cisco position as of Q3 2024 after selling out during the quarter.
Berry Wealth Group sold 54,305 Cisco shares in Q3 2024, an estimated $2.58M.
Berry Wealth Group first reported a position in Cisco in Q4 2023 and held it in 3 quarters.
Berry Wealth Group's Cisco position peaked at $3.2M in Q4 2023.
3,066 funds tracked by Wall St. Rank held Cisco as of Q3 2024.

Based on Berry Wealth Group's 13F filing for Q3 2024, filed 21 Oct 2024.