Intercontinental Wealth Advisors’s Cisco CSCO Stock Holding History

Intercontinental Wealth 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
2023 Q2	$704K	Buy	13,608 +197	+1%	+$9.69K	0.17%	139
2023 Q1	$701K	Buy	13,411 +17	+0.1%	+$830	0.18%	133
2022 Q4	$638K	Buy	13,394 +250	+2%	+$11.4K	0.19%	124
2022 Q3	$526K	Buy	13,144 +384	+3%	+$17K	0.17%	142
2022 Q2	$544K	Sell	12,760 -658	-5%	-$31.5K	0.15%	150
2022 Q1	$748K	Sell	13,418 -2,131	-14%	-$121K	0.17%	119
2021 Q4	$985K	Sell	15,549 -1,421	-8%	-$81.2K	0.21%	100
2021 Q3	$924K	Sell	16,970 -3,177	-16%	-$178K	0.22%	97
2021 Q2	$1.07M	Buy	20,147 +1,931	+11%	+$102K	0.21%	89
2021 Q1	$942K	Buy	18,216 +1,471	+9%	+$69.1K	0.21%	94
2020 Q4	$749K	Buy	16,745 +8,703	+108%	+$358K	0.18%	105
2020 Q3	$317K	Buy	8,042 +3,062	+61%	+$133K	0.09%	157
2020 Q2	$232K	Buy	+4,980	New	+$218K	0.08%	166
2020 Q1	–	Sell	-5,510	Closed	-$267K	–	191
2019 Q4	$267K	Buy	5,510 +1,856	+51%	+$86.3K	0.22%	77
2019 Q3	$181K	Sell	3,654 -40	-1%	-$2.08K	0.11%	131
2019 Q2	$202K	Sell	3,694 -3,573	-49%	-$197K	0.1%	121
2019 Q1	$392K	Hold	7,267	–	–	0.19%	74
2018 Q4	$315K	Sell	7,267 -2,746	-27%	-$126K	0.18%	79
2018 Q3	$487K	Hold	10,013	–	–	0.24%	62
2018 Q2	$431K	Buy	10,013 +2,833	+39%	+$124K	0.24%	62
2018 Q1	$308K	Buy	7,180 +345	+5%	+$14.6K	0.18%	91
2017 Q4	$262K	Buy	6,835 +61	+0.9%	+$2.18K	0.15%	111
2017 Q3	$228K	Sell	6,774 -11	-0.2%	-$350	0.14%	112
2017 Q2	$212K	Sell	6,785 -1,957	-22%	-$63.8K	0.14%	112
2017 Q1	$295K	Sell	8,742 -163	-2%	-$5.29K	0.18%	105
2016 Q4	$269K	Sell	8,905 -134	-1%	-$4.08K	0.17%	119
2016 Q3	$287K	Sell	9,039 -64	-0.7%	-$1.97K	0.2%	96
2016 Q2	$261K	Sell	9,103 -376	-4%	-$10.6K	0.19%	101
2016 Q1	$270K	Sell	9,479 -233	-2%	-$5.99K	0.2%	100
2015 Q4	$264K	Buy	+9,712	New	+$268K	0.18%	103

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Intercontinental Wealth Advisors's CSCO Position: Q2 2023 in Review

Intercontinental Wealth Advisors increased its Cisco (CSCO) stake by 1.5% in Q2 2023, buying an estimated $9.69K and bringing the position to 13,608 shares worth $704K. The position accounts for 0.17% of the portfolio, ranked #139.

Intercontinental Wealth Advisors first reported a position in CSCO in Q4 2015 and has held it in 30 quarters since. The position peaked at $1.07M in Q2 2021. 3,014 funds tracked by Wall St. Rank hold CSCO as of Q2 2023.

Intercontinental Wealth Advisors held 13,608 shares of Cisco worth $704K as of Q2 2023.
Intercontinental Wealth Advisors bought 197 Cisco shares in Q2 2023, an estimated $9.69K.
Cisco made up 0.17% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #139 holding.
Intercontinental Wealth Advisors first reported a position in Cisco in Q4 2015 and has held it in 30 quarters since.
Intercontinental Wealth Advisors's Cisco position peaked at $1.07M in Q2 2021.
3,014 funds tracked by Wall St. Rank held Cisco as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.