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Duncan Williams Asset Management’s Cisco CSCO Stock Holding History

Duncan Williams Asset 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
2024
Q4 		– Sell
-3,973
Closed -$211K – 149
2024
Q3 		$211K Sell
3,973
-7,052
-64% -$343K 0.12% 121
2024
Q2 		$524K Sell
11,025
-2,794
-20% -$133K 0.44% 39
2024
Q1 		$690K Buy
+13,819
New +$689K 0.62% 30

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

Duncan Williams Asset Management's CSCO Position: Q4 2024 in Review

Duncan Williams Asset Management sold out of Cisco (CSCO) in Q4 2024, closing a stake of 3,973 shares — an estimated $211K sold.

Duncan Williams Asset Management first reported a position in CSCO in Q1 2024 and held it in 3 quarters. The position peaked at $690K in Q1 2024. 3,359 funds tracked by Wall St. Rank hold CSCO as of Q4 2024.

  • Duncan Williams Asset Management reported no remaining Cisco position as of Q4 2024 after selling out during the quarter.
  • Duncan Williams Asset Management sold 3,973 Cisco shares in Q4 2024, an estimated $211K.
  • Duncan Williams Asset Management first reported a position in Cisco in Q1 2024 and held it in 3 quarters.
  • Duncan Williams Asset Management's Cisco position peaked at $690K in Q1 2024.
  • 3,359 funds tracked by Wall St. Rank held Cisco as of Q4 2024.

Based on Duncan Williams Asset Management's 13F filing for Q4 2024, filed 21 Jan 2025.