HGWM
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Harvest Group Wealth Management’s Cisco CSCO Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-2,577
Closed -$115K – 181
2020
Q4 		$115K Sell
2,577
-113
-4% -$4.64K 0.07% 60
2020
Q3 		$106K Buy
2,690
+114
+4% +$4.97K 0.07% 55
2020
Q2 		$120K Hold
2,576
– – 0.1% 48
2020
Q1 		$101K Hold
2,576
– – 0.1% 51
2019
Q4 		$123K Buy
2,576
+15
+0.6% +$697 0.11% 49
2019
Q3 		$127K Buy
2,561
+14
+0.5% +$728 0.16% 43
2019
Q2 		$139K Sell
2,547
-199
-7% -$11K 0.18% 34
2019
Q1 		$148K Buy
+2,746
New +$133K 0.14% 47

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Harvest Group Wealth Management's CSCO Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Cisco (CSCO) in Q1 2021, closing a stake of 2,577 shares — an estimated $115K sold.

Harvest Group Wealth Management first reported a position in CSCO in Q1 2019 and held it in 8 quarters. The position peaked at $148K in Q1 2019. 2,672 funds tracked by Wall St. Rank hold CSCO as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Cisco position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 2,577 Cisco shares in Q1 2021, an estimated $115K.
  • Harvest Group Wealth Management first reported a position in Cisco in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's Cisco position peaked at $148K in Q1 2019.
  • 2,672 funds tracked by Wall St. Rank held Cisco as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.