Financial Architects (New Jersey)’s Cisco CSCO Stock Holding History

Financial Architects (New Jersey)’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
2019 Q1	–	Sell	-500	Closed	-$22K	–	1432
2018 Q4	$22K	Buy	500 +100	+25%	+$4.58K	﹤0.01%	778
2018 Q3	$19K	Buy	+400	New	+$18K	﹤0.01%	936
2018 Q2	–	Sell	-1,000	Closed	-$42K	–	1358
2018 Q1	$42K	Buy	+1,000	New	+$42.4K	0.01%	660
2017 Q3	–	Sell	-2,000	Closed	-$63K	–	1495
2017 Q2	$63K	Hold	2,000	–	–	0.01%	602
2017 Q1	$68K	Buy	+2,000	New	+$64.9K	0.01%	570
2014 Q3	–	Sell	-3,000	Closed	-$2K	–	919
2014 Q2	$2K	Buy	+3,000	New	+$71.5K	﹤0.01%	854

Other funds holding CSCO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Architects (New Jersey)'s CSCO Position: Q2 2023 in Review

Financial Architects (New Jersey) reduced its Cisco (CSCO) stake by 8.3% in Q2 2023, selling an estimated $39.5K and leaving 8,924 shares worth $462K. The position accounts for 0.07% of the portfolio, ranked #216.

Financial Architects (New Jersey) first reported a position in CSCO in Q2 2013 and has held it in 41 quarters since. The position peaked at $857K in Q1 2019. 3,015 funds tracked by Wall St. Rank hold CSCO as of Q2 2023.

Financial Architects (New Jersey) held 8,924 shares of Cisco worth $462K as of Q2 2023.
Financial Architects (New Jersey) sold 803 Cisco shares in Q2 2023, an estimated $39.5K.
Cisco made up 0.07% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #216 holding.
Financial Architects (New Jersey) first reported a position in Cisco in Q2 2013 and has held it in 41 quarters since.
Financial Architects (New Jersey)'s Cisco position peaked at $857K in Q1 2019.
3,015 funds tracked by Wall St. Rank held Cisco as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.