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Delta Financial Advisors’s Cisco CSCO Stock Holding History

Delta Financial 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
2024
Q4 		– Sell
-6,317
Closed -$336K – 111
2024
Q3 		$336K Sell
6,317
-1,509
-19% -$73.4K 0.12% 99
2024
Q2 		$372K Buy
7,826
+16
+0.2% +$760 0.14% 95
2024
Q1 		$390K Sell
7,810
-409
-5% -$20.4K 0.15% 96
2023
Q4 		$415K Sell
8,219
-462
-5% -$23.6K 0.18% 92
2023
Q3 		$467K Buy
8,681
+13
+0.1% +$701 0.21% 91
2023
Q2 		$448K Buy
8,668
+192
+2% +$9.44K 0.2% 94
2023
Q1 		$443K Sell
8,476
-110
-1% -$5.37K 0.21% 91
2022
Q4 		$409K Buy
8,586
+16
+0.2% +$728 0.2% 92
2022
Q3 		$343K Buy
8,570
+1,141
+15% +$50.6K 0.18% 97
2022
Q2 		$317K Buy
7,429
+15
+0.2% +$718 0.16% 104
2022
Q1 		$413K Sell
7,414
-288
-4% -$16.3K 0.18% 99
2021
Q4 		$488K Sell
7,702
-237
-3% -$13.5K 0.2% 98
2021
Q3 		$432K Buy
7,939
+11
+0.1% +$617 0.19% 97
2021
Q2 		$420K Sell
7,928
-142
-2% -$7.47K 0.18% 98
2021
Q1 		$417K Buy
8,070
+678
+9% +$31.8K 0.19% 97
2020
Q4 		$331K Buy
7,392
+81
+1% +$3.33K 0.17% 100
2020
Q3 		$288K Buy
7,311
+176
+2% +$7.67K 0.16% 101
2020
Q2 		$333K Buy
+7,135
New +$313K 0.2% 99

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Delta Financial Advisors's CSCO Position: Q4 2024 in Review

Delta Financial Advisors sold out of Cisco (CSCO) in Q4 2024, closing a stake of 6,317 shares — an estimated $336K sold.

Delta Financial Advisors first reported a position in CSCO in Q2 2020 and held it in 18 quarters. The position peaked at $488K in Q4 2021. 3,359 funds tracked by Wall St. Rank hold CSCO as of Q4 2024.

  • Delta Financial Advisors reported no remaining Cisco position as of Q4 2024 after selling out during the quarter.
  • Delta Financial Advisors sold 6,317 Cisco shares in Q4 2024, an estimated $336K.
  • Delta Financial Advisors first reported a position in Cisco in Q2 2020 and held it in 18 quarters.
  • Delta Financial Advisors's Cisco position peaked at $488K in Q4 2021.
  • 3,359 funds tracked by Wall St. Rank held Cisco as of Q4 2024.

Based on Delta Financial Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.