Mosaic Advisors’s Cisco CSCO Stock Holding History

Mosaic 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
2024 Q2	–	Sell	-5,000	Closed	-$250K	–	16
2024 Q1	$250K	Hold	5,000	–	–	0.2%	15
2023 Q4	$253K	Hold	5,000	–	–	0.15%	17
2023 Q3	$269K	Hold	5,000	–	–	0.25%	13
2023 Q2	$259K	Hold	5,000	–	–	0.19%	18
2023 Q1	$261K	Hold	5,000	–	–	0.21%	14
2022 Q4	$238K	Hold	5,000	–	–	0.2%	14
2022 Q3	$200K	Hold	5,000	–	–	0.16%	16
2022 Q2	$213K	Hold	5,000	–	–	0.16%	16
2022 Q1	$279K	Sell	5,000 -2,215	-31%	-$125K	0.32%	14
2021 Q4	$457K	Sell	7,215 -685	-9%	-$39.1K	0.34%	26
2021 Q3	$430K	Sell	7,900 -198	-2%	-$11.1K	0.29%	27
2021 Q2	$429K	Sell	8,098 -20	-0.2%	-$1.05K	0.28%	26
2021 Q1	$420K	Sell	8,118 -7,589	-48%	-$356K	0.36%	26
2020 Q4	$703K	Buy	+15,707	New	+$646K	0.64%	18

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Mosaic Advisors's CSCO Position: Q2 2024 in Review

Mosaic Advisors sold out of Cisco (CSCO) in Q2 2024, closing a stake of 5,000 shares — an estimated $250K sold.

Mosaic Advisors first reported a position in CSCO in Q4 2020 and held it in 14 quarters. The position peaked at $703K in Q4 2020. 3,050 funds tracked by Wall St. Rank hold CSCO as of Q2 2024.

Mosaic Advisors reported no remaining Cisco position as of Q2 2024 after selling out during the quarter.
Mosaic Advisors sold 5,000 Cisco shares in Q2 2024, an estimated $250K.
Mosaic Advisors first reported a position in Cisco in Q4 2020 and held it in 14 quarters.
Mosaic Advisors's Cisco position peaked at $703K in Q4 2020.
3,050 funds tracked by Wall St. Rank held Cisco as of Q2 2024.

Based on Mosaic Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.