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Madison Wealth Management’s Cisco CSCO Stock Holding History

Madison 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
2023
Q3 		$832K Sell
15,473
-255
-2% -$13.8K 0.17% 100
2023
Q2 		$814K Buy
15,728
+141
+0.9% +$6.93K 0.16% 102
2023
Q1 		$815K Sell
15,587
-47
-0.3% -$2.29K 0.18% 98
2022
Q4 		$745K Sell
15,634
-711
-4% -$32.4K 0.17% 98
2022
Q3 		$654K Sell
16,345
-1,215
-7% -$53.9K 0.16% 102
2022
Q2 		$749K Sell
17,560
-1,630
-8% -$78K 0.18% 99
2022
Q1 		$1.07M Sell
19,190
-436
-2% -$24.7K 0.22% 90
2021
Q4 		$1.24M Sell
19,626
-95
-0.5% -$5.43K 0.25% 79
2021
Q3 		$1.07M Buy
19,721
+599
+3% +$33.6K 0.23% 83
2021
Q2 		$1.01M Sell
19,122
-1,901
-9% -$100K 0.22% 86
2021
Q1 		$1.09M Sell
21,023
-297
-1% -$13.9K 0.27% 82
2020
Q4 		$954K Sell
21,320
-1,706
-7% -$70.1K 0.25% 77
2020
Q3 		$907K Buy
23,026
+105
+0.5% +$4.58K 0.27% 73
2020
Q2 		$1.07M Buy
22,921
+690
+3% +$30.3K 0.35% 60
2020
Q1 		$874K Sell
22,231
-1,990
-8% -$87.3K 0.35% 62
2019
Q4 		$1.16M Buy
+24,221
New +$1.13M 0.33% 62

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Madison Wealth Management's CSCO Position: Q3 2023 in Review

Madison Wealth Management reduced its Cisco (CSCO) stake by 1.6% in Q3 2023, selling an estimated $13.8K and leaving 15,473 shares worth $832K. The position accounts for 0.17% of the portfolio, ranked #100.

Madison Wealth Management first reported a position in CSCO in Q4 2019 and has held it in 16 quarters since. The position peaked at $1.24M in Q4 2021. 3,070 funds tracked by Wall St. Rank hold CSCO as of Q3 2023.

  • Madison Wealth Management held 15,473 shares of Cisco worth $832K as of Q3 2023.
  • Madison Wealth Management sold 255 Cisco shares in Q3 2023, an estimated $13.8K.
  • Cisco made up 0.17% of Madison Wealth Management's portfolio in Q3 2023, its #100 holding.
  • Madison Wealth Management first reported a position in Cisco in Q4 2019 and has held it in 16 quarters since.
  • Madison Wealth Management's Cisco position peaked at $1.24M in Q4 2021.
  • 3,070 funds tracked by Wall St. Rank held Cisco as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.