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Caliber Wealth Management (Utah)’s Cisco CSCO Stock Holding History

Caliber Wealth Management (Utah)’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
2021
Q1 		– Sell
-21,562
Closed -$965K – 74
2020
Q4 		$965K Buy
+21,562
New +$886K 0.95% 45

Other funds holding CSCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Caliber Wealth Management (Utah)'s CSCO Position: Q1 2021 in Review

Caliber Wealth Management (Utah) sold out of Cisco (CSCO) in Q1 2021, closing a stake of 21,562 shares — an estimated $965K sold.

Caliber Wealth Management (Utah) first reported a position in CSCO in Q4 2020 and held it in 1 quarter. The position peaked at $965K in Q4 2020. 2,672 funds tracked by Wall St. Rank hold CSCO as of Q1 2021.

  • Caliber Wealth Management (Utah) reported no remaining Cisco position as of Q1 2021 after selling out during the quarter.
  • Caliber Wealth Management (Utah) sold 21,562 Cisco shares in Q1 2021, an estimated $965K.
  • Caliber Wealth Management (Utah) first reported a position in Cisco in Q4 2020 and held it in 1 quarter.
  • Caliber Wealth Management (Utah)'s Cisco position peaked at $965K in Q4 2020.
  • 2,672 funds tracked by Wall St. Rank held Cisco as of Q1 2021.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2021, filed 26 Apr 2021.