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Evolution Wealth Advisors’s Cisco CSCO Stock Holding History

Evolution Wealth 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
2021
Q4 		– Sell
-517
Closed -$28K – 265
2021
Q3 		$28K Buy
517
+305
+144% +$17.1K 0.01% 278
2021
Q2 		$11K Sell
212
-121
-36% -$6.37K ﹤0.01% 389
2021
Q1 		$17K Sell
333
-24
-7% -$1.13K ﹤0.01% 322
2020
Q4 		$16K Sell
357
-685
-66% -$28.2K ﹤0.01% 288
2020
Q3 		$41K Sell
1,042
-314
-23% -$13.7K 0.01% 198
2020
Q2 		$63K Buy
1,356
+329
+32% +$14.4K 0.02% 131
2020
Q1 		$40K Sell
1,027
-1,385
-57% -$60.8K 0.02% 122
2019
Q4 		$116K Buy
2,412
+2,360
+4,538% +$110K 0.03% 98
2019
Q3 		$3K Sell
52
-547
-91% -$28.4K ﹤0.01% 354
2019
Q2 		$33K Buy
+599
New +$33.1K 0.01% 98
2019
Q1 		– Sell
-4,243
Closed -$184K – 108
2018
Q4 		$184K Buy
+4,243
New +$194K 0.08% 59

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
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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Evolution Wealth Advisors's CSCO Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Cisco (CSCO) in Q4 2021, closing a stake of 517 shares — an estimated $28K sold.

Evolution Wealth Advisors first reported a position in CSCO in Q4 2018 and held it in 11 quarters. The position peaked at $184K in Q4 2018. 3,015 funds tracked by Wall St. Rank hold CSCO as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Cisco position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 517 Cisco shares in Q4 2021, an estimated $28K.
  • Evolution Wealth Advisors first reported a position in Cisco in Q4 2018 and held it in 11 quarters.
  • Evolution Wealth Advisors's Cisco position peaked at $184K in Q4 2018.
  • 3,015 funds tracked by Wall St. Rank held Cisco as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.