Navis Wealth Advisors’s Cisco CSCO Stock Holding History

Navis Wealth 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
2021 Q1	–	Sell	-668	Closed	-$30K	–	127
2020 Q4	$30K	Buy	+668	New	+$27.5K	0.03%	151

Other funds holding CSCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Navis Wealth Advisors's CSCO Position: Q1 2021 in Review

Navis Wealth Advisors sold out of Cisco (CSCO) in Q1 2021, closing a stake of 668 shares — an estimated $30K sold.

Navis Wealth Advisors first reported a position in CSCO in Q4 2020 and held it in 1 quarter. The position peaked at $30K in Q4 2020. 2,672 funds tracked by Wall St. Rank hold CSCO as of Q1 2021.

Navis Wealth Advisors reported no remaining Cisco position as of Q1 2021 after selling out during the quarter.
Navis Wealth Advisors sold 668 Cisco shares in Q1 2021, an estimated $30K.
Navis Wealth Advisors first reported a position in Cisco in Q4 2020 and held it in 1 quarter.
Navis Wealth Advisors's Cisco position peaked at $30K in Q4 2020.
2,672 funds tracked by Wall St. Rank held Cisco as of Q1 2021.

Based on Navis Wealth Advisors's 13F filing for Q1 2021, filed 18 May 2021.