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Independence Advisors’s Cisco CSCO Stock Holding History

Independence 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
2020
Q3 		– Sell
-4,611
Closed -$215K – 172
2020
Q2 		$215K Buy
+4,611
New +$202K 0.05% 89
2019
Q4 		– Sell
-4,472
Closed -$221K – 164
2019
Q3 		$221K Buy
4,472
+400
+10% +$20.8K 0.05% 97
2019
Q2 		$223K Buy
+4,072
New +$225K 0.06% 88

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Independence Advisors's CSCO Position: Q3 2020 in Review

Independence Advisors sold out of Cisco (CSCO) in Q3 2020, closing a stake of 4,611 shares — an estimated $215K sold.

Independence Advisors first reported a position in CSCO in Q2 2019 and held it in 3 quarters. The position peaked at $223K in Q2 2019. 2,436 funds tracked by Wall St. Rank hold CSCO as of Q3 2020.

  • Independence Advisors reported no remaining Cisco position as of Q3 2020 after selling out during the quarter.
  • Independence Advisors sold 4,611 Cisco shares in Q3 2020, an estimated $215K.
  • Independence Advisors first reported a position in Cisco in Q2 2019 and held it in 3 quarters.
  • Independence Advisors's Cisco position peaked at $223K in Q2 2019.
  • 2,436 funds tracked by Wall St. Rank held Cisco as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.