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Institutional & Family Asset Management’s Cisco CSCO Stock Holding History

Institutional & Family Asset Management’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
Q2 		$4.36M Sell
91,736
-34
-0% -$1.61K 0.67% 49
2024
Q1 		$4.58M Buy
91,770
+3,350
+4% +$167K 0.73% 44
2023
Q4 		$4.47M Sell
88,420
-18,061
-17% -$923K 0.73% 40
2023
Q3 		$5.72M Sell
106,481
-1,272
-1% -$68.6K 0.94% 22
2023
Q2 		$5.58M Sell
107,753
-1,808
-2% -$88.9K 0.91% 27
2023
Q1 		$5.73M Buy
109,561
+3,322
+3% +$162K 0.94% 20
2022
Q4 		$5.06M Buy
106,239
+1,730
+2% +$78.7K 0.84% 31
2022
Q3 		$4.18M Buy
104,509
+26,966
+35% +$1.2M 0.74% 45
2022
Q2 		$3.31M Buy
77,543
+5,356
+7% +$256K 0.57% 60
2022
Q1 		$4.03M Sell
72,187
-309
-0.4% -$17.5K 0.63% 47
2021
Q4 		$4.59M Sell
72,496
-8,715
-11% -$498K 0.72% 33
2021
Q3 		$4.42M Buy
81,211
+585
+0.7% +$32.8K 0.71% 31
2021
Q2 		$4.27M Buy
80,626
+11,201
+16% +$589K 0.7% 38
2021
Q1 		$3.59M Sell
69,425
-491
-0.7% -$23K 0.7% 36
2020
Q4 		$3.13M Sell
69,916
-5,048
-7% -$207K 0.66% 46
2020
Q3 		$2.95M Sell
74,964
-1,564
-2% -$68.2K 0.69% 46
2020
Q2 		$3.57M Sell
76,528
-240
-0.3% -$10.5K 0.74% 37
2020
Q1 		$3.02M Buy
76,768
+6,222
+9% +$273K 0.7% 51
2019
Q4 		$3.38M Buy
70,546
+6,507
+10% +$302K 0.71% 42
2019
Q3 		$3.16M Buy
64,039
+100
+0.2% +$5.2K 0.69% 59
2019
Q2 		$3.5M Sell
63,939
-7,652
-11% -$423K 0.76% 42
2019
Q1 		$3.87M Sell
71,591
-3,925
-5% -$191K 0.81% 32
2018
Q4 		$3.27M Sell
75,516
-7,626
-9% -$349K 0.73% 39
2018
Q3 		$4.04M Sell
83,142
-2,975
-3% -$134K 0.8% 30
2018
Q2 		$3.71M Sell
86,117
-476
-0.5% -$20.8K 0.77% 30
2018
Q1 		$3.71M Sell
86,593
-37,544
-30% -$1.59M 0.79% 31
2017
Q4 		$4.75M Buy
124,137
+15,209
+14% +$543K 0.91% 27
2017
Q3 		$3.66M Buy
108,928
+2,845
+3% +$90.6K 0.74% 50
2017
Q2 		$3.32M Buy
106,083
+5,166
+5% +$168K 0.81% 56
2017
Q1 		$3.41M Buy
+100,917
New +$3.27M 1.06% 50

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

Institutional & Family Asset Management's CSCO Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its Cisco (CSCO) stake by 0.04% in Q2 2024, selling an estimated $1.61K and leaving 91,736 shares worth $4.36M. The position accounts for 0.67% of the portfolio, ranked #49.

Institutional & Family Asset Management first reported a position in CSCO in Q1 2017 and has held it in 30 quarters since. The position peaked at $5.73M in Q1 2023. 3,050 funds tracked by Wall St. Rank hold CSCO as of Q2 2024.

  • Institutional & Family Asset Management held 91,736 shares of Cisco worth $4.36M as of Q2 2024.
  • Institutional & Family Asset Management sold 34 Cisco shares in Q2 2024, an estimated $1.61K.
  • Cisco made up 0.67% of Institutional & Family Asset Management's portfolio in Q2 2024, its #49 holding.
  • Institutional & Family Asset Management first reported a position in Cisco in Q1 2017 and has held it in 30 quarters since.
  • Institutional & Family Asset Management's Cisco position peaked at $5.73M in Q1 2023.
  • 3,050 funds tracked by Wall St. Rank held Cisco as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.