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Keyes Stange & Wooten Wealth Management’s Cisco CSCO Stock Holding History

Keyes Stange & Wooten 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
2024
Q3 		– Sell
-14,712
Closed -$699K – 69
2024
Q2 		$699K Buy
14,712
+583
+4% +$27.7K 0.49% 27
2024
Q1 		$705K Buy
14,129
+4,805
+52% +$240K 0.62% 26
2023
Q4 		$471K Buy
+9,324
New +$476K 0.5% 33

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Keyes Stange & Wooten Wealth Management's CSCO Position: Q3 2024 in Review

Keyes Stange & Wooten Wealth Management sold out of Cisco (CSCO) in Q3 2024, closing a stake of 14,712 shares — an estimated $699K sold.

Keyes Stange & Wooten Wealth Management first reported a position in CSCO in Q4 2023 and held it in 3 quarters. The position peaked at $705K in Q1 2024. 3,066 funds tracked by Wall St. Rank hold CSCO as of Q3 2024.

  • Keyes Stange & Wooten Wealth Management reported no remaining Cisco position as of Q3 2024 after selling out during the quarter.
  • Keyes Stange & Wooten Wealth Management sold 14,712 Cisco shares in Q3 2024, an estimated $699K.
  • Keyes Stange & Wooten Wealth Management first reported a position in Cisco in Q4 2023 and held it in 3 quarters.
  • Keyes Stange & Wooten Wealth Management's Cisco position peaked at $705K in Q1 2024.
  • 3,066 funds tracked by Wall St. Rank held Cisco as of Q3 2024.

Based on Keyes Stange & Wooten Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.