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Mountain Capital Investment Advisors’s Cisco CSCO Stock Holding History

Mountain Capital Investment 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
Q1 		– Sell
-18,998
Closed -$959K – 50
2023
Q4 		$959K Sell
18,998
-174
-0.9% -$8.89K 0.32% 22
2023
Q3 		$1.01M Sell
19,172
-18,270
-49% -$986K 0.38% 16
2023
Q2 		$1.99M Sell
37,442
-12,008
-24% -$591K 0.75% 13
2023
Q1 		$2.51M Buy
49,450
+66
+0.1% +$3.22K 1.11% 18
2022
Q4 		$2.41M Buy
49,384
+11,876
+32% +$541K 1.1% 24
2022
Q3 		$1.57M Buy
+37,508
New +$1.66M 0.82% 40
2022
Q2 		– Sell
-30,178
Closed -$1.6M – 81
2022
Q1 		$1.6M Sell
30,178
-3,512
-10% -$199K 0.75% 46
2021
Q4 		$2.1M Buy
33,690
+10,149
+43% +$580K 0.95% 21
2021
Q3 		$1.3M Buy
23,541
+442
+2% +$24.8K 0.69% 43
2021
Q2 		$1.23M Sell
23,099
-3,568
-13% -$188K 0.57% 45
2021
Q1 		$1.38M Buy
26,667
+3,950
+17% +$185K 0.69% 43
2020
Q4 		$1.03M Sell
22,717
-4,567
-17% -$188K 0.62% 50
2020
Q3 		$1.1M Buy
+27,284
New +$1.19M 0.71% 53
2017
Q4 		– Sell
-3,256
Closed -$109K – 113
2017
Q3 		$109K Sell
3,256
-76
-2% -$2.42K 0.1% 65
2017
Q2 		$104K Buy
+3,332
New +$109K 0.1% 85

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

Mountain Capital Investment Advisors's CSCO Position: Q1 2024 in Review

Mountain Capital Investment Advisors sold out of Cisco (CSCO) in Q1 2024, closing a stake of 18,998 shares — an estimated $959K sold.

Mountain Capital Investment Advisors first reported a position in CSCO in Q2 2017 and held it in 15 quarters. The position peaked at $2.51M in Q1 2023. 3,111 funds tracked by Wall St. Rank hold CSCO as of Q1 2024.

  • Mountain Capital Investment Advisors reported no remaining Cisco position as of Q1 2024 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 18,998 Cisco shares in Q1 2024, an estimated $959K.
  • Mountain Capital Investment Advisors first reported a position in Cisco in Q2 2017 and held it in 15 quarters.
  • Mountain Capital Investment Advisors's Cisco position peaked at $2.51M in Q1 2023.
  • 3,111 funds tracked by Wall St. Rank held Cisco as of Q1 2024.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2024, filed 11 Apr 2024.