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Kays Financial Advisory’s Cisco CSCO Stock Holding History

Kays Financial Advisory’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
2019
Q2 		– Sell
-2,400
Closed -$130K – 121
2019
Q1 		$130K Hold
2,400
– – 0.03% 109
2018
Q4 		$104K Buy
+2,400
New +$110K 0.02% 98

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

Kays Financial Advisory's CSCO Position: Q3 2020 in Review

Kays Financial Advisory increased its Cisco (CSCO) stake by 3.7% in Q3 2020, buying an estimated $135K and bringing the position to 87,322 shares worth $3.44M. The position accounts for 0.55% of the portfolio, ranked #33.

Kays Financial Advisory first reported a position in CSCO in Q4 2014 and has held it in 24 quarters since. The position peaked at $4.25M in Q1 2019. 2,437 funds tracked by Wall St. Rank hold CSCO as of Q3 2020.

  • Kays Financial Advisory held 87,322 shares of Cisco worth $3.44M as of Q3 2020.
  • Kays Financial Advisory bought 3,108 Cisco shares in Q3 2020, an estimated $135K.
  • Cisco made up 0.55% of Kays Financial Advisory's portfolio in Q3 2020, its #33 holding.
  • Kays Financial Advisory first reported a position in Cisco in Q4 2014 and has held it in 24 quarters since.
  • Kays Financial Advisory's Cisco position peaked at $4.25M in Q1 2019.
  • 2,437 funds tracked by Wall St. Rank held Cisco as of Q3 2020.

Based on Kays Financial Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.