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Personal Wealth Partners’s Cisco CSCO Stock Holding History

Personal Wealth Partners’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
Q3 		– Sell
-862
Closed -$46K – 146
2021
Q2 		$46K Buy
+862
New +$45.3K 0.02% 155
2020
Q1 		– Sell
-843
Closed -$40K – 175
2019
Q4 		$40K Hold
843
– – 0.02% 156
2019
Q3 		$42K Buy
843
+43
+5% +$2.23K 0.02% 152
2019
Q2 		$44K Buy
+800
New +$44.2K 0.02% 134

Other funds holding CSCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Personal Wealth Partners's CSCO Position: Q3 2021 in Review

Personal Wealth Partners sold out of Cisco (CSCO) in Q3 2021, closing a stake of 862 shares — an estimated $46K sold.

Personal Wealth Partners first reported a position in CSCO in Q2 2019 and held it in 4 quarters. The position peaked at $46K in Q2 2021. 2,716 funds tracked by Wall St. Rank hold CSCO as of Q3 2021.

  • Personal Wealth Partners reported no remaining Cisco position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 862 Cisco shares in Q3 2021, an estimated $46K.
  • Personal Wealth Partners first reported a position in Cisco in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's Cisco position peaked at $46K in Q2 2021.
  • 2,716 funds tracked by Wall St. Rank held Cisco as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.