BSW
CISO

Buckingham Strategic Wealth’s CISO Global CISO Stock Holding History

Buckingham Strategic Wealth’s Portfolio CISO Stock Details CISO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,667
Closed -$4.06K – 770
2023
Q4 		$4.06K Sell
2,667
-500
-16% -$866 ﹤0.01% 724
2023
Q3 		$6.65K Hold
3,167
– – ﹤0.01% 686
2023
Q2 		$8.46K Buy
+3,167
New +$10.5K ﹤0.01% 694

Other funds holding CISO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FIM
Fernwood Investment Management Quincy, Massachusetts $288M AUM 33.54% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Buckingham Strategic Wealth's CISO Position: Q1 2024 in Review

Buckingham Strategic Wealth sold out of CISO Global (CISO) in Q1 2024, closing a stake of 2,667 shares — an estimated $4.06K sold.

Buckingham Strategic Wealth first reported a position in CISO in Q2 2023 and held it in 3 quarters. The position peaked at $8.46K in Q2 2023. 16 funds tracked by Wall St. Rank hold CISO as of Q1 2024.

  • Buckingham Strategic Wealth reported no remaining CISO Global position as of Q1 2024 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 2,667 CISO Global shares in Q1 2024, an estimated $4.06K.
  • Buckingham Strategic Wealth first reported a position in CISO Global in Q2 2023 and held it in 3 quarters.
  • Buckingham Strategic Wealth's CISO Global position peaked at $8.46K in Q2 2023.
  • 16 funds tracked by Wall St. Rank held CISO Global as of Q1 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2024, filed 9 May 2024.