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Domani Wealth’s Cisco CSCO Stock Holding History

Domani Wealth’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
2023
Q1 		$473K Sell
9,050
-507
-5% -$24.8K 0.11% 77
2022
Q4 		$455K Buy
9,557
+891
+10% +$40.6K 0.11% 78
2022
Q3 		$347K Hold
8,666
– – 0.1% 77
2022
Q2 		$370K Sell
8,666
-90
-1% -$4.31K 0.1% 82
2022
Q1 		$488K Buy
8,756
+369
+4% +$20.9K 0.11% 80
2021
Q4 		$531K Sell
8,387
-410
-5% -$23.4K 0.1% 76
2021
Q3 		$479K Hold
8,797
– – 0.1% 71
2021
Q2 		$466K Sell
8,797
-156
-2% -$8.21K 0.09% 76
2021
Q1 		$463K Sell
8,953
-86
-1% -$4.04K 0.09% 76
2020
Q4 		$404K Sell
9,039
-2,335
-21% -$96K 0.08% 79
2020
Q3 		$448K Buy
11,374
+1,403
+14% +$61.2K 0.1% 75
2020
Q2 		$465K Sell
9,971
-698
-7% -$30.6K 0.11% 75
2020
Q1 		$419K Buy
10,669
+2,359
+28% +$103K 0.11% 76
2019
Q4 		$399K Sell
8,310
-105
-1% -$4.88K 0.13% 74
2019
Q3 		$416K Buy
8,415
+105
+1% +$5.46K 0.15% 69
2019
Q2 		$455K Hold
8,310
– – 0.17% 61
2019
Q1 		$449K Buy
+8,310
New +$404K 0.18% 60
2018
Q4 		– Sell
-4,340
Closed -$211K – 106
2018
Q3 		$211K Sell
4,340
-4,000
-48% -$180K 0.09% 98
2018
Q2 		$359K Hold
8,340
– – 0.16% 72
2018
Q1 		$358K Buy
8,340
+1,740
+26% +$73.8K 0.15% 72
2017
Q4 		$253K Sell
6,600
-100
-1% -$3.57K 0.11% 91
2017
Q3 		$225K Hold
6,700
– – 0.1% 90
2017
Q2 		$210K Buy
+6,700
New +$218K 0.09% 92

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Domani Wealth's CSCO Position: Q1 2023 in Review

Domani Wealth reduced its Cisco (CSCO) stake by 5.3% in Q1 2023, selling an estimated $24.8K and leaving 9,050 shares worth $473K. The position accounts for 0.11% of the portfolio, ranked #77.

Domani Wealth first reported a position in CSCO in Q2 2017 and has held it in 23 quarters since. The position peaked at $531K in Q4 2021. 3,012 funds tracked by Wall St. Rank hold CSCO as of Q1 2023.

  • Domani Wealth held 9,050 shares of Cisco worth $473K as of Q1 2023.
  • Domani Wealth sold 507 Cisco shares in Q1 2023, an estimated $24.8K.
  • Cisco made up 0.11% of Domani Wealth's portfolio in Q1 2023, its #77 holding.
  • Domani Wealth first reported a position in Cisco in Q2 2017 and has held it in 23 quarters since.
  • Domani Wealth's Cisco position peaked at $531K in Q4 2021.
  • 3,012 funds tracked by Wall St. Rank held Cisco as of Q1 2023.

Based on Domani Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.