HCR Wealth Advisors’s Cisco CSCO Stock Holding History

HCR 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
2026 Q2	$219K	Buy	+1,866	New	+$195K	0.02%	246
2021 Q1	–	Sell	-4,483	Closed	-$201K	–	187
2020 Q4	$201K	Buy	+4,483	New	+$184K	0.04%	173
2020 Q1	–	Sell	-6,430	Closed	-$308K	–	238
2019 Q4	$308K	Buy	6,430 +1,710	+36%	+$79.5K	0.07%	128
2019 Q3	$228K	Buy	4,720 +1,052	+29%	+$54.7K	0.08%	138
2019 Q2	$201K	Buy	+3,668	New	+$203K	0.06%	149
2018 Q4	–	Sell	-5,596	Closed	-$249K	–	160
2018 Q3	$249K	Buy	+5,596	New	+$252K	0.08%	132
2018 Q2	–	Sell	-5,675	Closed	-$231K	–	172
2018 Q1	$231K	Buy	5,675 +30	+0.5%	+$1.27K	0.08%	150
2017 Q4	$205K	Buy	+5,645	New	+$202K	0.07%	159

Other funds holding CSCO

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return