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Horizon Family Wealth’s Cisco CSCO Stock Holding History

Horizon Family Wealth’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
Q1 		– Sell
-7,135
Closed -$360K – 79
2023
Q4 		$360K Buy
7,135
+198
+3% +$10.1K 0.3% 40
2023
Q3 		$373K Buy
6,937
+532
+8% +$28.7K 0.36% 38
2023
Q2 		$331K Sell
6,405
-66
-1% -$3.25K 0.32% 42
2023
Q1 		$338K Sell
6,471
-69
-1% -$3.37K 0.36% 40
2022
Q4 		$312K Buy
6,540
+48
+0.7% +$2.19K 0.36% 41
2022
Q3 		$260K Buy
6,492
+193
+3% +$8.56K 0.32% 45
2022
Q2 		$268K Sell
6,299
-528
-8% -$25.3K 0.31% 46
2022
Q1 		$381K Buy
+6,827
New +$386K 0.38% 42

Other funds holding CSCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Horizon Family Wealth's CSCO Position: Q1 2024 in Review

Horizon Family Wealth sold out of Cisco (CSCO) in Q1 2024, closing a stake of 7,135 shares — an estimated $360K sold.

Horizon Family Wealth first reported a position in CSCO in Q1 2022 and held it in 8 quarters. The position peaked at $381K in Q1 2022. 3,112 funds tracked by Wall St. Rank hold CSCO as of Q1 2024.

  • Horizon Family Wealth reported no remaining Cisco position as of Q1 2024 after selling out during the quarter.
  • Horizon Family Wealth sold 7,135 Cisco shares in Q1 2024, an estimated $360K.
  • Horizon Family Wealth first reported a position in Cisco in Q1 2022 and held it in 8 quarters.
  • Horizon Family Wealth's Cisco position peaked at $381K in Q1 2022.
  • 3,112 funds tracked by Wall St. Rank held Cisco as of Q1 2024.

Based on Horizon Family Wealth's 13F filing for Q1 2024, filed 9 May 2024.