Independent Family Office’s Cisco CSCO Stock Holding History

Independent Family Office’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
2023 Q1	–	Sell	-8,909	Closed	-$424K	–	71
2022 Q4	$424K	Hold	8,909	–	–	0.26%	47
2022 Q3	$356K	Hold	8,909	–	–	0.18%	49
2022 Q2	$380	Hold	8,909	–	–	0.19%	46
2022 Q1	$497K	Sell	8,909 -7	-0.1%	-$396	0.16%	46
2021 Q4	$565K	Buy	8,916 +7	+0.1%	+$400	0.21%	35
2021 Q3	$485K	Sell	8,909 -7	-0.1%	-$393	0.2%	33
2021 Q2	$473K	Hold	8,916	–	–	0.18%	35
2021 Q1	$461K	Sell	8,916 -4	-0%	-$188	0.18%	43
2020 Q4	$399K	Hold	8,920	–	–	0.17%	44
2020 Q3	$351K	Hold	8,920	–	–	0.17%	45
2020 Q2	$416K	Hold	8,920	–	–	0.22%	41
2020 Q1	$351K	Hold	8,920	–	–	0.22%	39
2019 Q4	$428K	Buy	+8,920	New	+$415K	0.27%	34

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Independent Family Office's CSCO Position: Q1 2023 in Review

Independent Family Office sold out of Cisco (CSCO) in Q1 2023, closing a stake of 8,909 shares — an estimated $424K sold.

Independent Family Office first reported a position in CSCO in Q4 2019 and held it in 13 quarters. The position peaked at $565K in Q4 2021. 3,011 funds tracked by Wall St. Rank hold CSCO as of Q1 2023.

Independent Family Office reported no remaining Cisco position as of Q1 2023 after selling out during the quarter.
Independent Family Office sold 8,909 Cisco shares in Q1 2023, an estimated $424K.
Independent Family Office first reported a position in Cisco in Q4 2019 and held it in 13 quarters.
Independent Family Office's Cisco position peaked at $565K in Q4 2021.
3,011 funds tracked by Wall St. Rank held Cisco as of Q1 2023.

Based on Independent Family Office's 13F filing for Q1 2023, filed 4 May 2023.