Heritage Family Offices’s Cisco CSCO Stock Holding History

Heritage Family Offices’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 Q3	–	Sell	-14,473	Closed	-$688K	–	184
2024 Q2	$688K	Buy	+14,473	New	+$687K	0.38%	62

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Heritage Family Offices's CSCO Position: Q3 2024 in Review

Heritage Family Offices sold out of Cisco (CSCO) in Q3 2024, closing a stake of 14,473 shares — an estimated $688K sold.

Heritage Family Offices first reported a position in CSCO in Q2 2024 and held it in 1 quarter. The position peaked at $688K in Q2 2024. 3,066 funds tracked by Wall St. Rank hold CSCO as of Q3 2024.

Heritage Family Offices reported no remaining Cisco position as of Q3 2024 after selling out during the quarter.
Heritage Family Offices sold 14,473 Cisco shares in Q3 2024, an estimated $688K.
Heritage Family Offices first reported a position in Cisco in Q2 2024 and held it in 1 quarter.
Heritage Family Offices's Cisco position peaked at $688K in Q2 2024.
3,066 funds tracked by Wall St. Rank held Cisco as of Q3 2024.

Based on Heritage Family Offices's 13F filing for Q3 2024, filed 16 Oct 2024.