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Pacific Capital Wealth Advisors’s Cisco CSCO Stock Holding History

Pacific Capital 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
2024
Q2 		– Sell
-51
Closed -$2.54K – 578
2024
Q1 		$2.54K Buy
+51
New +$2.54K ﹤0.01% 414
2022
Q2 		– Sell
-27,891
Closed -$1.55M – 85
2022
Q1 		$1.55M Sell
27,891
-17,463
-39% -$988K 0.44% 48
2021
Q4 		$2.87M Buy
+45,354
New +$2.59M 0.83% 32

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

Pacific Capital Wealth Advisors's CSCO Position: Q2 2024 in Review

Pacific Capital Wealth Advisors sold out of Cisco (CSCO) in Q2 2024, closing a stake of 51 shares — an estimated $2.54K sold.

Pacific Capital Wealth Advisors first reported a position in CSCO in Q4 2021 and held it in 3 quarters. The position peaked at $2.87M in Q4 2021. 3,051 funds tracked by Wall St. Rank hold CSCO as of Q2 2024.

  • Pacific Capital Wealth Advisors reported no remaining Cisco position as of Q2 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 51 Cisco shares in Q2 2024, an estimated $2.54K.
  • Pacific Capital Wealth Advisors first reported a position in Cisco in Q4 2021 and held it in 3 quarters.
  • Pacific Capital Wealth Advisors's Cisco position peaked at $2.87M in Q4 2021.
  • 3,051 funds tracked by Wall St. Rank held Cisco as of Q2 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.