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IAM Advisory’s Cisco CSCO Stock Holding History

IAM Advisory’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
-33,033
Closed -$1.67M – 104
2023
Q4 		$1.67M Buy
33,033
+1,066
+3% +$54.5K 0.52% 34
2023
Q3 		$1.72M Buy
31,967
+1,018
+3% +$54.9K 0.6% 22
2023
Q2 		$1.6M Buy
30,949
+1,762
+6% +$86.7K 0.55% 28
2023
Q1 		$1.53M Buy
29,187
+3,065
+12% +$150K 0.53% 28
2022
Q4 		$1.24M Sell
26,122
-7,385
-22% -$336K 0.46% 33
2022
Q3 		$1.34M Buy
33,507
+2,224
+7% +$98.7K 0.57% 23
2022
Q2 		$1.33M Buy
31,283
+1,135
+4% +$54.3K 0.55% 23
2022
Q1 		$1.68M Buy
30,148
+9,372
+45% +$530K 0.68% 19
2021
Q4 		$1.28M Buy
20,776
+790
+4% +$45.1K 0.51% 29
2021
Q3 		$1.1M Buy
+19,986
New +$1.12M 0.47% 33
2021
Q2 		– Sell
-26,623
Closed -$1.36M – 58
2021
Q1 		$1.36M Buy
26,623
+943
+4% +$44.3K 0.59% 19
2020
Q4 		$1.18M Buy
+25,680
New +$1.06M 0.59% 23

Other funds holding CSCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IAM Advisory's CSCO Position: Q1 2024 in Review

IAM Advisory sold out of Cisco (CSCO) in Q1 2024, closing a stake of 33,033 shares — an estimated $1.67M sold.

IAM Advisory first reported a position in CSCO in Q4 2020 and held it in 12 quarters. The position peaked at $1.72M in Q3 2023. 3,118 funds tracked by Wall St. Rank hold CSCO as of Q1 2024.

  • IAM Advisory reported no remaining Cisco position as of Q1 2024 after selling out during the quarter.
  • IAM Advisory sold 33,033 Cisco shares in Q1 2024, an estimated $1.67M.
  • IAM Advisory first reported a position in Cisco in Q4 2020 and held it in 12 quarters.
  • IAM Advisory's Cisco position peaked at $1.72M in Q3 2023.
  • 3,118 funds tracked by Wall St. Rank held Cisco as of Q1 2024.

Based on IAM Advisory's 13F filing for Q1 2024, filed 15 Apr 2024.