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Doyle Wealth Management’s Cisco CSCO Stock Holding History

Doyle Wealth Management’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
2022
Q3 		$1.75M Buy
43,885
+1,520
+4% +$67.4K 0.15% 85
2022
Q2 		$1.81M Buy
42,365
+1,026
+2% +$49.1K 0.15% 86
2022
Q1 		$2.31M Buy
41,339
+1,471
+4% +$83.2K 0.17% 80
2021
Q4 		$2.53M Buy
39,868
+3,452
+9% +$197K 0.18% 80
2021
Q3 		$1.98M Buy
36,416
+1,557
+4% +$87.4K 0.16% 81
2021
Q2 		$1.85M Buy
34,859
+2,534
+8% +$133K 0.15% 84
2021
Q1 		$1.67M Buy
32,325
+4,702
+17% +$221K 0.16% 83
2020
Q4 		$1.24M Buy
27,623
+7,672
+38% +$315K 0.13% 94
2020
Q3 		$786K Sell
19,951
-691
-3% -$30.1K 0.09% 105
2020
Q2 		$963K Sell
20,642
-4,812
-19% -$211K 0.13% 84
2020
Q1 		$1M Buy
25,454
+10
+0% +$439 0.16% 70
2019
Q4 		$1.22M Buy
25,444
+1,829
+8% +$85K 0.15% 77
2019
Q3 		$1.17M Buy
23,615
+117
+0.5% +$6.08K 0.16% 75
2019
Q2 		$1.29M Sell
23,498
-458
-2% -$25.3K 0.18% 64
2019
Q1 		$1.28M Buy
23,956
+1,305
+6% +$63.4K 0.19% 65
2018
Q4 		$981K Buy
22,651
+7,079
+45% +$324K 0.17% 69
2018
Q3 		$758K Sell
15,572
-234
-1% -$10.5K 0.12% 85
2018
Q2 		$680K Buy
15,806
+4,585
+41% +$200K 0.11% 89
2018
Q1 		$481K Sell
11,221
-4,048
-27% -$172K 0.08% 103
2017
Q4 		$585K Buy
15,269
+5,430
+55% +$194K 0.1% 91
2017
Q3 		$331K Sell
9,839
-1,984
-17% -$63.2K 0.06% 113
2017
Q2 		$370K Buy
11,823
+5,484
+87% +$179K 0.07% 102
2017
Q1 		$214K Buy
+6,339
New +$206K 0.04% 126

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Doyle Wealth Management's CSCO Position: Q3 2022 in Review

Doyle Wealth Management increased its Cisco (CSCO) stake by 3.6% in Q3 2022, buying an estimated $67.4K and bringing the position to 43,885 shares worth $1.75M. The position accounts for 0.15% of the portfolio, ranked #85.

Doyle Wealth Management first reported a position in CSCO in Q1 2017 and has held it in 23 quarters since. The position peaked at $2.53M in Q4 2021. 2,794 funds tracked by Wall St. Rank hold CSCO as of Q3 2022.

  • Doyle Wealth Management held 43,885 shares of Cisco worth $1.75M as of Q3 2022.
  • Doyle Wealth Management bought 1,520 Cisco shares in Q3 2022, an estimated $67.4K.
  • Cisco made up 0.15% of Doyle Wealth Management's portfolio in Q3 2022, its #85 holding.
  • Doyle Wealth Management first reported a position in Cisco in Q1 2017 and has held it in 23 quarters since.
  • Doyle Wealth Management's Cisco position peaked at $2.53M in Q4 2021.
  • 2,794 funds tracked by Wall St. Rank held Cisco as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.