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Riverpoint Wealth Management Holdings’s Cisco CSCO Stock Holding History

Riverpoint Wealth Management Holdings’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
-4,635
Closed -$234K – 54
2023
Q4 		$234K Sell
4,635
-1,147
-20% -$58.6K 0.07% 49
2023
Q3 		$311K Buy
5,782
+42
+0.7% +$2.27K 0.1% 42
2023
Q2 		$297K Buy
5,740
+48
+0.8% +$2.36K 0.09% 42
2023
Q1 		$298K Buy
5,692
+44
+0.8% +$2.15K 0.1% 41
2022
Q4 		$269K Buy
5,648
+48
+0.9% +$2.19K 0.1% 40
2022
Q3 		$224K Sell
5,600
-305
-5% -$13.5K 0.1% 42
2022
Q2 		$252K Buy
5,905
+45
+0.8% +$2.15K 0.1% 40
2022
Q1 		$327K Buy
5,860
+38
+0.7% +$2.15K 0.11% 38
2021
Q4 		$369K Sell
5,822
-1,645
-22% -$94K 0.13% 37
2021
Q3 		$406K Sell
7,467
-575
-7% -$32.3K 0.14% 43
2021
Q2 		$426K Buy
8,042
+910
+13% +$47.9K 0.12% 63
2021
Q1 		$369K Buy
7,132
+22
+0.3% +$1.03K 0.11% 64
2020
Q4 		$318K Buy
7,110
+57
+0.8% +$2.34K 0.1% 67
2020
Q3 		$278K Buy
7,053
+35
+0.5% +$1.53K 0.1% 68
2020
Q2 		$327K Buy
+7,018
New +$308K 0.13% 58

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

Riverpoint Wealth Management Holdings's CSCO Position: Q1 2024 in Review

Riverpoint Wealth Management Holdings sold out of Cisco (CSCO) in Q1 2024, closing a stake of 4,635 shares — an estimated $234K sold.

Riverpoint Wealth Management Holdings first reported a position in CSCO in Q2 2020 and held it in 15 quarters. The position peaked at $426K in Q2 2021. 3,111 funds tracked by Wall St. Rank hold CSCO as of Q1 2024.

  • Riverpoint Wealth Management Holdings reported no remaining Cisco position as of Q1 2024 after selling out during the quarter.
  • Riverpoint Wealth Management Holdings sold 4,635 Cisco shares in Q1 2024, an estimated $234K.
  • Riverpoint Wealth Management Holdings first reported a position in Cisco in Q2 2020 and held it in 15 quarters.
  • Riverpoint Wealth Management Holdings's Cisco position peaked at $426K in Q2 2021.
  • 3,111 funds tracked by Wall St. Rank held Cisco as of Q1 2024.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q1 2024, filed 6 May 2024.