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JFG Wealth Management’s Cisco CSCO Stock Holding History

JFG Wealth 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
2022
Q1 		– Sell
-6,000
Closed -$380K – 44
2021
Q4 		$380K Sell
6,000
-39
-0.6% -$2.23K 0.14% 26
2021
Q3 		$328K Hold
6,039
– – 0.16% 31
2021
Q2 		$320K Buy
+6,039
New +$318K 0.14% 34
2021
Q1 		– Sell
-4,539
Closed -$203K – 27
2020
Q4 		$203K Buy
+4,539
New +$187K 0.11% 44
2019
Q4 		– Sell
-4,200
Closed -$208K – 14
2019
Q3 		$208K Hold
4,200
– – 0.19% 16
2019
Q2 		$238K Buy
+4,200
New +$232K 0.2% 14

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JFG Wealth Management's CSCO Position: Q1 2022 in Review

JFG Wealth Management sold out of Cisco (CSCO) in Q1 2022, closing a stake of 6,000 shares — an estimated $380K sold.

JFG Wealth Management first reported a position in CSCO in Q2 2019 and held it in 6 quarters. The position peaked at $380K in Q4 2021. 2,994 funds tracked by Wall St. Rank hold CSCO as of Q1 2022.

  • JFG Wealth Management reported no remaining Cisco position as of Q1 2022 after selling out during the quarter.
  • JFG Wealth Management sold 6,000 Cisco shares in Q1 2022, an estimated $380K.
  • JFG Wealth Management first reported a position in Cisco in Q2 2019 and held it in 6 quarters.
  • JFG Wealth Management's Cisco position peaked at $380K in Q4 2021.
  • 2,994 funds tracked by Wall St. Rank held Cisco as of Q1 2022.

Based on JFG Wealth Management's 13F filing for Q1 2022, filed 6 May 2022.